SWM
ESP icon

Spire Wealth Management’s Espey Mfg & Electronics Corp ESP Stock Holding History

Spire Wealth Management’s Portfolio ESP Stock Details ESP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-421
Closed -$12.7K – 2506
2024
Q4 		$12.7K Buy
421
+3
+0.7% +$90 ﹤0.01% 1777
2024
Q3 		$12.6K Buy
+418
New +$9.52K ﹤0.01% 1578

Other funds holding ESP

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
DLP
De Lisle Partners Poole, United Kingdom $836M AUM 58.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Spire Wealth Management's ESP Position: Q1 2025 in Review

Spire Wealth Management sold out of Espey Mfg & Electronics Corp (ESP) in Q1 2025, closing a stake of 421 shares — an estimated $12.7K sold.

Spire Wealth Management first reported a position in ESP in Q3 2024 and held it in 2 quarters. The position peaked at $12.7K in Q4 2024. 34 funds tracked by Wall St. Rank hold ESP as of Q1 2025.

  • Spire Wealth Management reported no remaining Espey Mfg & Electronics Corp position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 421 Espey Mfg & Electronics Corp shares in Q1 2025, an estimated $12.7K.
  • Spire Wealth Management first reported a position in Espey Mfg & Electronics Corp in Q3 2024 and held it in 2 quarters.
  • Spire Wealth Management's Espey Mfg & Electronics Corp position peaked at $12.7K in Q4 2024.
  • 34 funds tracked by Wall St. Rank held Espey Mfg & Electronics Corp as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.