SWM
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Spire Wealth Management’s Eagle Materials EXP Stock Holding History

Spire Wealth Management’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-29
Closed -$6.44K – 2429
2025
Q1 		$6.44K Buy
+29
New +$6.88K ﹤0.01% 1989
2022
Q1 		– Sell
-214
Closed -$36K – 2635
2021
Q4 		$36K Sell
214
-145
-40% -$22.3K ﹤0.01% 1870
2021
Q3 		$47K Hold
359
– – ﹤0.01% 1497
2021
Q2 		$51K Buy
+359
New +$51.6K ﹤0.01% 1470

Other funds holding EXP

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Spire Wealth Management's EXP Position: Q2 2025 in Review

Spire Wealth Management sold out of Eagle Materials (EXP) in Q2 2025, closing a stake of 29 shares — an estimated $6.44K sold.

Spire Wealth Management first reported a position in EXP in Q2 2021 and held it in 4 quarters. The position peaked at $51K in Q2 2021. 470 funds tracked by Wall St. Rank hold EXP as of Q2 2025.

  • Spire Wealth Management reported no remaining Eagle Materials position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 29 Eagle Materials shares in Q2 2025, an estimated $6.44K.
  • Spire Wealth Management first reported a position in Eagle Materials in Q2 2021 and held it in 4 quarters.
  • Spire Wealth Management's Eagle Materials position peaked at $51K in Q2 2021.
  • 470 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.