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SWM
Spire Wealth Management’s
Eaton Vance Tax-Managed Diversified Equity Income Fund
ETY
Stock Holding History
Spire Wealth Management’s Portfolio
ETY Stock Details
ETY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$13.8K
Hold
1,000
–
–
﹤0.01%
1530
2025
Q4
$15.3K
Hold
1,000
–
–
﹤0.01%
1574
2025
Q3
$15.9K
Hold
1,000
–
–
﹤0.01%
1600
2025
Q2
$15.5K
Hold
1,000
–
–
﹤0.01%
1595
2025
Q1
$14.3K
Hold
1,000
–
–
﹤0.01%
1721
2024
Q4
$14.9K
Hold
1,000
–
–
﹤0.01%
1718
2024
Q3
$14.7K
Hold
1,000
–
–
﹤0.01%
1532
2024
Q2
$14.1K
Sell
1,000
-258
-21%
-$3.48K
﹤0.01%
1540
2024
Q1
$16.8K
Buy
1,258
+258
+26%
+$3.29K
﹤0.01%
1567
2023
Q4
$12.3K
Hold
1,000
–
–
﹤0.01%
1693
2023
Q3
$11.5K
Hold
1,000
–
–
﹤0.01%
1688
2023
Q2
$12.5K
Hold
1,000
–
–
﹤0.01%
1740
2023
Q1
$11.7K
Hold
1,000
–
–
﹤0.01%
1790
2022
Q4
$11K
Hold
1,000
–
–
﹤0.01%
1569
2022
Q3
$11K
Sell
1,000
-132,469
-99%
-$1.64M
﹤0.01%
1533
2022
Q2
$1.51M
Buy
133,469
+85,611
+179%
+$1.06M
0.06%
246
2022
Q1
$669K
Sell
47,858
-2,006
-4%
-$28K
0.02%
490
2021
Q4
$750K
Buy
49,864
+2,006
+4%
+$29.3K
0.02%
570
2021
Q3
$668K
Buy
47,858
+1,000
+2%
+$14.3K
0.02%
514
2021
Q2
$659K
Sell
46,858
-2,261
-5%
-$30.7K
0.02%
535
2021
Q1
$627K
Buy
+49,119
New
+$614K
0.02%
593
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25.57%
1-Year Est. Return
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$324B AUM
22.36%
1-Year Est. Return
Wells Fargo
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$501B AUM
22.01%
1-Year Est. Return
Invesco
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$653B AUM
32.41%
1-Year Est. Return
LPL Financial
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$376B AUM
19.32%
1-Year Est. Return
PS
Principal Securities
Des Moines, Iowa
$6.82B AUM
17.15%
1-Year Est. Return
GC
Guggenheim Capital
Chicago, Illinois
$12.6B AUM
27.3%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
MPCG
Matrix Private Capital Group
New York
$207M AUM
16.87%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$528B AUM
27.57%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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