SWM
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Spire Wealth Management’s Exponent EXPO Stock Holding History

Spire Wealth Management’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-107
Closed -$7.43K – 2367
2025
Q3 		$7.43K Buy
107
+2
+2% +$143 ﹤0.01% 1863
2025
Q2 		$7.84K Sell
105
-187
-64% -$14.5K ﹤0.01% 1802
2025
Q1 		$23.7K Sell
292
-33
-10% -$2.88K ﹤0.01% 1554
2024
Q4 		$29K Buy
325
+22
+7% +$2.22K ﹤0.01% 1488
2024
Q3 		$34.9K Sell
303
-65
-18% -$6.8K ﹤0.01% 1251
2024
Q2 		$35K Sell
368
-12
-3% -$1.08K ﹤0.01% 1241
2024
Q1 		$31.4K Sell
380
-100
-21% -$8.27K ﹤0.01% 1373
2023
Q4 		$42.9K Sell
480
-539
-53% -$44.2K ﹤0.01% 1255
2023
Q3 		$87.2K Sell
1,019
-22
-2% -$1.99K ﹤0.01% 993
2023
Q2 		$97.1K Buy
1,041
+2
+0.2% +$188 ﹤0.01% 977
2023
Q1 		$104K Sell
1,039
-35
-3% -$3.56K ﹤0.01% 959
2022
Q4 		$106K Buy
1,074
+7
+0.7% +$680 0.01% 723
2022
Q3 		$94K Sell
1,067
-82
-7% -$7.77K 0.01% 729
2022
Q2 		$105K Sell
1,149
-224
-16% -$21.1K ﹤0.01% 1019
2022
Q1 		$148K Sell
1,373
-126
-8% -$12.2K ﹤0.01% 1020
2021
Q4 		$175K Buy
1,499
+126
+9% +$14.8K ﹤0.01% 1148
2021
Q3 		$155K Buy
1,373
+240
+21% +$25.9K ﹤0.01% 1018
2021
Q2 		$101K Sell
1,133
-180
-14% -$16.9K ﹤0.01% 1178
2021
Q1 		$128K Buy
+1,313
New +$123K ﹤0.01% 1280

Other funds holding EXPO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's EXPO Position: Q4 2025 in Review

Spire Wealth Management sold out of Exponent (EXPO) in Q4 2025, closing a stake of 107 shares — an estimated $7.43K sold.

Spire Wealth Management first reported a position in EXPO in Q1 2021 and held it in 19 quarters. The position peaked at $175K in Q4 2021. 356 funds tracked by Wall St. Rank hold EXPO as of Q4 2025.

  • Spire Wealth Management reported no remaining Exponent position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 107 Exponent shares in Q4 2025, an estimated $7.43K.
  • Spire Wealth Management first reported a position in Exponent in Q1 2021 and held it in 19 quarters.
  • Spire Wealth Management's Exponent position peaked at $175K in Q4 2021.
  • 356 funds tracked by Wall St. Rank held Exponent as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.