Spire Wealth Management’s Eaton Vance Tax-Advantaged Global Dividend Income Fund ETG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-61	Closed	-$1K	–	2509
2022 Q4	$1K	Buy	61 +2	+3%	+$31	﹤0.01%	2171
2022 Q3	$1K	Sell	59 -499	-89%	-$8.62K	﹤0.01%	2070
2022 Q2	$9K	Buy	+558	New	+$9.87K	﹤0.01%	1943
2022 Q1	–	Sell	-2,800	Closed	-$64K	–	2626
2021 Q4	$64K	Buy	+2,800	New	+$61.8K	﹤0.01%	1601
2021 Q2	–	Sell	-7,890	Closed	-$150K	–	2692
2021 Q1	$150K	Buy	+7,890	New	+$145K	﹤0.01%	1191

Other funds holding ETG

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's ETG Position: Q1 2023 in Review

Spire Wealth Management sold out of Eaton Vance Tax-Advantaged Global Dividend Income Fund (ETG) in Q1 2023, closing a stake of 61 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in ETG in Q1 2021 and held it in 5 quarters. The position peaked at $150K in Q1 2021. 97 funds tracked by Wall St. Rank hold ETG as of Q1 2023.

Spire Wealth Management reported no remaining Eaton Vance Tax-Advantaged Global Dividend Income Fund position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 61 Eaton Vance Tax-Advantaged Global Dividend Income Fund shares in Q1 2023, an estimated $1K.
Spire Wealth Management first reported a position in Eaton Vance Tax-Advantaged Global Dividend Income Fund in Q1 2021 and held it in 5 quarters.
Spire Wealth Management's Eaton Vance Tax-Advantaged Global Dividend Income Fund position peaked at $150K in Q1 2021.
97 funds tracked by Wall St. Rank held Eaton Vance Tax-Advantaged Global Dividend Income Fund as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.