Spire Wealth Management’s Elme Communities ELME Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.57K	Buy	+1,060	New	+$2.15K	﹤0.01%	2055
2022 Q3	–	Sell	-1,550	Closed	-$33K	–	2288
2022 Q2	$33K	Hold	1,550	–	–	﹤0.01%	1465
2022 Q1	$40K	Hold	1,550	–	–	﹤0.01%	1530
2021 Q4	$40K	Hold	1,550	–	–	﹤0.01%	1820
2021 Q3	$38K	Hold	1,550	–	–	﹤0.01%	1583
2021 Q2	$36K	Hold	1,550	–	–	﹤0.01%	1623
2021 Q1	$34K	Buy	+1,550	New	+$35.4K	﹤0.01%	1915

Other funds holding ELME

FNY Investment Advisers New York $277M AUM 98.95% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

Woodstock Corp Boston, Massachusetts $1.2B AUM 26.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return