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Spire Wealth Management’s EXL Service EXLS Stock Holding History

Spire Wealth Management’s Portfolio EXLS Stock Details EXLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-14
Closed -$590 – 2311
2025
Q4 		$590 Sell
14
-46
-77% -$1.88K ﹤0.01% 2266
2025
Q3 		$2.64K Hold
60
– – ﹤0.01% 2105
2025
Q2 		$2.63K Hold
60
– – ﹤0.01% 2119
2025
Q1 		$2.83K Buy
+60
New +$2.89K ﹤0.01% 2204
2023
Q1 		– Sell
-40
Closed -$1K – 2511
2022
Q4 		$1K Buy
+40
New +$1.39K ﹤0.01% 2174
2022
Q3 		– Sell
-40
Closed -$1K – 2304
2022
Q2 		$1K Buy
+40
New +$1.13K ﹤0.01% 2498

Other funds holding EXLS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Spire Wealth Management's EXLS Position: Q1 2026 in Review

Spire Wealth Management sold out of EXL Service (EXLS) in Q1 2026, closing a stake of 14 shares — an estimated $590 sold.

Spire Wealth Management first reported a position in EXLS in Q2 2022 and held it in 6 quarters. The position peaked at $2.83K in Q1 2025. 463 funds tracked by Wall St. Rank hold EXLS as of Q1 2026.

  • Spire Wealth Management reported no remaining EXL Service position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 14 EXL Service shares in Q1 2026, an estimated $590.
  • Spire Wealth Management first reported a position in EXL Service in Q2 2022 and held it in 6 quarters.
  • Spire Wealth Management's EXL Service position peaked at $2.83K in Q1 2025.
  • 463 funds tracked by Wall St. Rank held EXL Service as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.