SWM
FLEX icon

Spire Wealth Management’s Flex FLEX Stock Holding History

Spire Wealth Management’s Portfolio FLEX Stock Details FLEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-17
Closed -$985 – 2371
2025
Q3 		$985 Buy
+17
New +$903 ﹤0.01% 2275
2024
Q3 		– Sell
-113
Closed -$3.33K – 2206
2024
Q2 		$3.33K Buy
+113
New +$3.38K ﹤0.01% 1912
2024
Q1 		– Sell
-329
Closed -$5.7K – 2342
2023
Q4 		$5.7K Hold
329
– – ﹤0.01% 1925
2023
Q3 		$6.69K Sell
329
-189
-36% -$3.83K ﹤0.01% 1851
2023
Q2 		$10.8K Buy
518
+188
+57% +$3.35K ﹤0.01% 1789
2023
Q1 		$5.73K Buy
+330
New +$5.71K ﹤0.01% 2001
2022
Q3 		– Sell
-9,959
Closed -$109K – 2320
2022
Q2 		$109K Buy
+9,959
New +$123K ﹤0.01% 1003
2022
Q1 		– Sell
-8,076
Closed -$112K – 2644
2021
Q4 		$112K Buy
+8,076
New +$109K ﹤0.01% 1357

Other funds holding FLEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return