Spire Wealth Management
FIVE icon

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
Q3 		$165K Buy
750
+400
+114% +$89.7K 0.01% 811
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% +$1.64K ﹤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% -$9.7K ﹤0.01% 2110
2021
Q1 		$20K Buy
+103
New +$19.4K ﹤0.01% 2149

Other funds holding FIVE

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Spire Wealth Management's FIVE Position: Q3 2026 in Review

Spire Wealth Management increased its Five Below (FIVE) stake by 114% in Q3 2026, buying an estimated $89.7K and bringing the position to 750 shares worth $165K. The position accounts for 0.01% of the portfolio, ranked #811.

Spire Wealth Management first reported a position in FIVE in Q1 2021 and has held it in 19 quarters since. 529 funds tracked by Wall St. Rank hold FIVE as of Q3 2026.

  • Spire Wealth Management held 750 shares of Five Below worth $165K as of Q3 2026.
  • Spire Wealth Management bought 400 Five Below shares in Q3 2026, an estimated $89.7K.
  • Five Below made up 0.01% of Spire Wealth Management's portfolio in Q3 2026, its #811 holding.
  • Spire Wealth Management first reported a position in Five Below in Q1 2021 and has held it in 19 quarters since.
  • 529 funds tracked by Wall St. Rank held Five Below as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.