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Spire Wealth Management’s Globe Life GL Stock Holding History

Spire Wealth Management’s Portfolio GL Stock Details GL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$280K Hold
1,565
– – 0.01% 689
2026
Q1 		$218K Buy
1,565
+2
+0.1% +$282 0.01% 750
2025
Q4 		$219K Hold
1,563
– – 0.01% 770
2025
Q3 		$223K Sell
1,563
-560
-26% -$75.9K 0.01% 752
2025
Q2 		$264K Buy
2,123
+461
+28% +$56K 0.01% 690
2025
Q1 		$219K Sell
1,662
-2,404
-59% -$294K 0.01% 800
2024
Q4 		$453K Buy
4,066
+2,404
+145% +$259K 0.01% 574
2024
Q3 		$176K Buy
1,662
+5
+0.3% +$479 0.01% 768
2024
Q2 		$136K Sell
1,657
-37
-2% -$3.06K ﹤0.01% 818
2024
Q1 		$197K Buy
1,694
+5
+0.3% +$612 ﹤0.01% 768
2023
Q4 		$206K Sell
1,689
-57
-3% -$6.7K 0.01% 755
2023
Q3 		$190K Hold
1,746
– – 0.01% 724
2023
Q2 		$191K Hold
1,746
– – 0.01% 729
2023
Q1 		$192K Sell
1,746
-122
-7% -$14.3K 0.01% 734
2022
Q4 		$225K Sell
1,868
-87
-4% -$9.95K 0.01% 523
2022
Q3 		$195K Sell
1,955
-16
-0.8% -$1.6K 0.01% 535
2022
Q2 		$192K Buy
1,971
+19
+1% +$1.86K 0.01% 783
2022
Q1 		$196K Sell
1,952
-7
-0.4% -$710 0.01% 909
2021
Q4 		$184K Sell
1,959
-273
-12% -$25.2K ﹤0.01% 1131
2021
Q3 		$199K Hold
2,232
– – 0.01% 929
2021
Q2 		$213K Sell
2,232
-7
-0.3% -$717 0.01% 924
2021
Q1 		$216K Buy
+2,239
New +$215K 0.01% 1030

Other funds holding GL

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

Spire Wealth Management held its Globe Life (GL) position steady in Q2 2026 at 1,565 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #689.

Spire Wealth Management first reported a position in GL in Q1 2021 and has held it in 22 quarters since. The position peaked at $453K in Q4 2024. 698 funds tracked by Wall St. Rank hold GL as of Q2 2026.

  • Spire Wealth Management held 1,565 shares of Globe Life worth $280K as of Q2 2026.
  • Spire Wealth Management left its Globe Life share count unchanged in Q2 2026.
  • Globe Life made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #689 holding.
  • Spire Wealth Management first reported a position in Globe Life in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Globe Life position peaked at $453K in Q4 2024.
  • 698 funds tracked by Wall St. Rank held Globe Life as of Q2 2026.

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