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Spire Wealth Management’s Eaton Vance Tax-Managed Global Diversified Equity Income Fund EXG Stock Holding History

Spire Wealth Management’s Portfolio EXG Stock Details EXG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$195K Buy
19,893
+401
+2% +$3.76K 0.01% 794
2026
Q1 		$169K Buy
19,492
+404
+2% +$3.79K 0.01% 835
2025
Q4 		$182K Buy
19,088
+392
+2% +$3.6K 0.01% 818
2025
Q3 		$170K Buy
18,696
+11,704
+167% +$104K 0.01% 825
2025
Q2 		$61.2K Sell
6,992
-1,616
-19% -$13.4K ﹤0.01% 1135
2025
Q1 		$70.1K Buy
8,608
+150
+2% +$1.25K ﹤0.01% 1168
2024
Q4 		$69.1K Buy
8,458
+147
+2% +$1.24K ﹤0.01% 1162
2024
Q3 		$72.5K Buy
8,311
+6,140
+283% +$51.6K ﹤0.01% 1020
2024
Q2 		$18.3K Sell
2,171
-13,868
-86% -$114K ﹤0.01% 1465
2024
Q1 		$131K Hold
16,039
– – ﹤0.01% 916
2023
Q4 		$124K Hold
16,039
– – ﹤0.01% 935
2023
Q3 		$118K Buy
16,039
+1,767
+12% +$13.8K ﹤0.01% 897
2023
Q2 		$113K Hold
14,272
– – ﹤0.01% 936
2023
Q1 		$111K Buy
14,272
+13,869
+3,441% +$107K ﹤0.01% 939
2022
Q4 		$3K Hold
403
– – ﹤0.01% 1957
2022
Q3 		$3K Sell
403
-35,097
-99% -$292K ﹤0.01% 1859
2022
Q2 		$274K Sell
35,500
-13,061
-27% -$113K 0.01% 657
2022
Q1 		$472K Buy
48,561
+467
+1% +$4.52K 0.01% 592
2021
Q4 		$513K Buy
48,094
+930
+2% +$9.7K 0.01% 692
2021
Q3 		$471K Buy
47,164
+275
+0.6% +$2.87K 0.01% 603
2021
Q2 		$478K Sell
46,889
-293
-0.6% -$2.89K 0.01% 619
2021
Q1 		$439K Buy
+47,182
New +$424K 0.01% 708

Other funds holding EXG

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Spire Wealth Management's EXG Position: Q2 2026 in Review

Spire Wealth Management increased its Eaton Vance Tax-Managed Global Diversified Equity Income Fund (EXG) stake by 2.1% in Q2 2026, buying an estimated $3.76K and bringing the position to 19,893 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #794.

Spire Wealth Management first reported a position in EXG in Q1 2021 and has held it in 22 quarters since. The position peaked at $513K in Q4 2021. 297 funds tracked by Wall St. Rank hold EXG as of Q2 2026.

  • Spire Wealth Management held 19,893 shares of Eaton Vance Tax-Managed Global Diversified Equity Income Fund worth $195K as of Q2 2026.
  • Spire Wealth Management bought 401 Eaton Vance Tax-Managed Global Diversified Equity Income Fund shares in Q2 2026, an estimated $3.76K.
  • Eaton Vance Tax-Managed Global Diversified Equity Income Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #794 holding.
  • Spire Wealth Management first reported a position in Eaton Vance Tax-Managed Global Diversified Equity Income Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Eaton Vance Tax-Managed Global Diversified Equity Income Fund position peaked at $513K in Q4 2021.
  • 297 funds tracked by Wall St. Rank held Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.