SWM
FSP

Spire Wealth Management’s Franklin Street Properties FSP Stock Holding History

Spire Wealth Management’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,790
Closed -$4.53K – 2317
2025
Q4 		$4.53K Sell
4,790
-15,530
-76% -$18K ﹤0.01% 1935
2025
Q3 		$32.5K Buy
20,320
+400
+2% +$663 ﹤0.01% 1368
2025
Q2 		$32.7K Sell
19,920
-1,100
-5% -$1.83K ﹤0.01% 1354
2025
Q1 		$37.4K Buy
21,020
+1,200
+6% +$2.21K ﹤0.01% 1389
2024
Q4 		$36.3K Hold
19,820
– – ﹤0.01% 1415
2024
Q3 		$35.1K Buy
19,820
+100
+0.5% +$166 ﹤0.01% 1249
2024
Q2 		$30.2K Buy
19,720
+2,660
+16% +$5K ﹤0.01% 1282
2024
Q1 		$38.7K Buy
17,060
+170
+1% +$405 ﹤0.01% 1300
2023
Q4 		$42.1K Hold
16,890
– – ﹤0.01% 1269
2023
Q3 		$31.2K Hold
16,890
– – ﹤0.01% 1344
2023
Q2 		$24.5K Buy
16,890
+8,375
+98% +$11.6K ﹤0.01% 1502
2023
Q1 		$13.4K Buy
8,515
+4,310
+102% +$10.8K ﹤0.01% 1758
2022
Q4 		$11K Buy
4,205
+65
+2% +$180 ﹤0.01% 1571
2022
Q3 		$11K Buy
4,140
+230
+6% +$758 ﹤0.01% 1534
2022
Q2 		$16K Sell
3,910
-3,910
-50% -$18.7K ﹤0.01% 1751
2022
Q1 		$46K Hold
7,820
– – ﹤0.01% 1477
2021
Q4 		$47K Buy
7,820
+2,410
+45% +$13.5K ﹤0.01% 1765
2021
Q3 		$25K Hold
5,410
– – ﹤0.01% 1762
2021
Q2 		$28K Buy
5,410
+320
+6% +$1.72K ﹤0.01% 1732
2021
Q1 		$28K Buy
+5,090
New +$25.4K ﹤0.01% 1998

Other funds holding FSP

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
NM
Newtyn Management New York $936M AUM 27.23% 1-Year Est. Return
CC
Converium Capital Montreal $175M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
GPCM
Guardsman Private Capital Management Sarasota, Florida $143M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spire Wealth Management's FSP Position: Q1 2026 in Review

Spire Wealth Management sold out of Franklin Street Properties (FSP) in Q1 2026, closing a stake of 4,790 shares — an estimated $4.53K sold.

Spire Wealth Management first reported a position in FSP in Q1 2021 and held it in 20 quarters. The position peaked at $47K in Q4 2021. 117 funds tracked by Wall St. Rank hold FSP as of Q1 2026.

  • Spire Wealth Management reported no remaining Franklin Street Properties position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 4,790 Franklin Street Properties shares in Q1 2026, an estimated $4.53K.
  • Spire Wealth Management first reported a position in Franklin Street Properties in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Franklin Street Properties position peaked at $47K in Q4 2021.
  • 117 funds tracked by Wall St. Rank held Franklin Street Properties as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.