Spire Wealth Management
EXEL icon

Spire Wealth Management’s Exelixis EXEL Stock Holding History

Spire Wealth Management’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$507K Sell
8,687
-107
-1% -$5.97K 0.02% 539
2026
Q2 		$478K Sell
8,794
-1,839
-17% -$89.5K 0.01% 563
2026
Q1 		$456K Buy
10,633
+990
+10% +$42.6K 0.02% 566
2025
Q4 		$423K Buy
9,643
+416
+5% +$17.2K 0.01% 580
2025
Q3 		$381K Buy
9,227
+2,004
+28% +$80.5K 0.01% 602
2025
Q2 		$318K Sell
7,223
-3,168
-30% -$127K 0.01% 627
2025
Q1 		$384K Buy
10,391
+1,381
+15% +$49.2K 0.01% 647
2024
Q4 		$300K Buy
9,010
+3,000
+50% +$97.3K 0.01% 708
2024
Q3 		$156K Buy
6,010
+5,200
+642% +$129K 0.01% 794
2024
Q2 		$18.2K Buy
+810
New +$18K ﹤0.01% 1470
2022
Q1 		– Sell
-95
Closed -$2K – 2634
2021
Q4 		$2K Buy
+95
New +$1.82K ﹤0.01% 2771
2021
Q2 		– Sell
-95
Closed -$2K – 2697
2021
Q1 		$2K Buy
+95
New +$2.14K ﹤0.01% 2841

Other funds holding EXEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Arbejdsmarkedets Tillaegspension
Arbejdsmarkedets Tillaegspension Hilleroed $3.93B AUM 7.98% 1-Year Est. Return

Spire Wealth Management's EXEL Position: Q3 2026 in Review

Spire Wealth Management reduced its Exelixis (EXEL) stake by 1.2% in Q3 2026, selling an estimated $5.97K and leaving 8,687 shares worth $507K. The position accounts for 0.02% of the portfolio, ranked #539.

Spire Wealth Management first reported a position in EXEL in Q1 2021 and has held it in 12 quarters since. 317 funds tracked by Wall St. Rank hold EXEL as of Q3 2026.

  • Spire Wealth Management held 8,687 shares of Exelixis worth $507K as of Q3 2026.
  • Spire Wealth Management sold 107 Exelixis shares in Q3 2026, an estimated $5.97K.
  • Exelixis made up 0.02% of Spire Wealth Management's portfolio in Q3 2026, its #539 holding.
  • Spire Wealth Management first reported a position in Exelixis in Q1 2021 and has held it in 12 quarters since.
  • 317 funds tracked by Wall St. Rank held Exelixis as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.