Spire Wealth Management’s Ellington Financial EFC Stock Holding History

Spire Wealth Management’s Portfolio EFC Stock Details EFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$113K	Hold	8,300	–	–	﹤0.01%	943
2026 Q1	$98.4K	Sell	8,300 -50	-0.6%	-$636	﹤0.01%	963
2025 Q4	$113K	Hold	8,350	–	–	﹤0.01%	952
2025 Q3	$108K	Sell	8,350 -94	-1%	-$1.25K	﹤0.01%	961
2025 Q2	$110K	Buy	8,444 +94	+1%	+$1.2K	﹤0.01%	940
2025 Q1	$111K	Buy	8,350 +50	+0.6%	+$647	﹤0.01%	998
2024 Q4	$101K	Hold	8,300	–	–	﹤0.01%	1033
2024 Q3	$107K	Hold	8,300	–	–	﹤0.01%	895
2024 Q2	$100K	Sell	8,300 -1,000	-11%	-$11.8K	﹤0.01%	893
2024 Q1	$110K	Hold	9,300	–	–	﹤0.01%	969
2023 Q4	$120K	Hold	9,300	–	–	﹤0.01%	946
2023 Q3	$116K	Hold	9,300	–	–	﹤0.01%	902
2023 Q2	$128K	Hold	9,300	–	–	﹤0.01%	888
2023 Q1	$114K	Hold	9,300	–	–	﹤0.01%	926
2022 Q4	$115K	Hold	9,300	–	–	0.01%	703
2022 Q3	$106K	Hold	9,300	–	–	0.01%	694
2022 Q2	$136K	Hold	9,300	–	–	0.01%	909
2022 Q1	$165K	Buy	9,300 +500	+6%	+$8.8K	﹤0.01%	962
2021 Q4	$150K	Buy	8,800 +500	+6%	+$8.88K	﹤0.01%	1231
2021 Q3	$152K	Hold	8,300	–	–	﹤0.01%	1024
2021 Q2	$159K	Sell	8,300 -500	-6%	-$9.24K	﹤0.01%	1011
2021 Q1	$141K	Buy	+8,800	New	+$139K	﹤0.01%	1225

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