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Spire Wealth Management’s Five Below FIVE Stock Holding History

Spire Wealth Management’s Portfolio FIVE Stock Details FIVE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$62.9K Buy
350
+150
+75% +$32.3K ﹤0.01% 1114
2026
Q1 		$45.7K Sell
200
-2
-1% -$419 ﹤0.01% 1192
2025
Q4 		$38K Buy
+202
New +$32.8K ﹤0.01% 1265
2024
Q4 		– Sell
-8
Closed -$707 – 2465
2024
Q3 		$707 Sell
8
-29
-78% -$2.44K ﹤0.01% 2127
2024
Q2 		$4.03K Sell
37
-12
-24% -$1.66K ﹤0.01% 1880
2024
Q1 		$8.93K Buy
49
+4
+9% +$771 ﹤0.01% 1746
2023
Q4 		$8.4K Sell
45
-5
-10% -$918 ﹤0.01% 1803
2023
Q3 		$8.04K Buy
50
+9
+22% +$1.65K ﹤0.01% 1794
2023
Q2 		$8.02K Buy
41
+2
+5% +$391 ﹤0.01% 1881
2023
Q1 		$8.03K Sell
39
-2
-5% -$394 ﹤0.01% 1917
2022
Q4 		$7K Hold
41
– – ﹤0.01% 1727
2022
Q3 		$6K Hold
41
– – ﹤0.01% 1693
2022
Q2 		$5K Sell
41
-10
-20% -$1.44K ﹤0.01% 2125
2022
Q1 		$8K Sell
51
-52
-50% -$8.67K ﹤0.01% 2099
2021
Q4 		$21K Buy
103
+51
+98% +$10K ﹤0.01% 2096
2021
Q3 		$9K Hold
52
– – ﹤0.01% 2117
2021
Q2 		$10K Sell
52
-51
-50% -$9.74K ﹤0.01% 2110
2021
Q1 		$20K Buy
+103
New +$19.4K ﹤0.01% 2149

Other funds holding FIVE

RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
OTL
Oak Thistle LLC New York $1.03B AUM 26.06% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

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

Spire Wealth Management increased its Five Below (FIVE) stake by 75% in Q2 2026, buying an estimated $32.3K and bringing the position to 350 shares worth $62.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1114.

Spire Wealth Management first reported a position in FIVE in Q1 2021 and has held it in 18 quarters since. 78 funds tracked by Wall St. Rank hold FIVE as of Q2 2026.

  • Spire Wealth Management held 350 shares of Five Below worth $62.9K as of Q2 2026.
  • Spire Wealth Management bought 150 Five Below shares in Q2 2026, an estimated $32.3K.
  • Five Below made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1114 holding.
  • Spire Wealth Management first reported a position in Five Below in Q1 2021 and has held it in 18 quarters since.
  • 78 funds tracked by Wall St. Rank held Five Below as of Q2 2026.

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