Spire Wealth Management’s Global X Guru Index ETF GURU Stock Holding History

Spire Wealth Management’s Portfolio GURU Stock Details GURU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-600	Closed	-$28K	–	2665
2021 Q4	$28K	Hold	600	–	–	﹤0.01%	1990
2021 Q3	$29K	Hold	600	–	–	﹤0.01%	1701
2021 Q2	$29K	Hold	600	–	–	﹤0.01%	1718
2021 Q1	$28K	Buy	+600	New	+$27.6K	﹤0.01%	1999

Other funds holding GURU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SWA

SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Spire Wealth Management's GURU Position: Q1 2022 in Review

Spire Wealth Management sold out of Global X Guru Index ETF (GURU) in Q1 2022, closing a stake of 600 shares — an estimated $28K sold.

Spire Wealth Management first reported a position in GURU in Q1 2021 and held it in 4 quarters. The position peaked at $29K in Q3 2021. 17 funds tracked by Wall St. Rank hold GURU as of Q1 2022.

Spire Wealth Management reported no remaining Global X Guru Index ETF position as of Q1 2022 after selling out during the quarter.
Spire Wealth Management sold 600 Global X Guru Index ETF shares in Q1 2022, an estimated $28K.
Spire Wealth Management first reported a position in Global X Guru Index ETF in Q1 2021 and held it in 4 quarters.
Spire Wealth Management's Global X Guru Index ETF position peaked at $29K in Q3 2021.
17 funds tracked by Wall St. Rank held Global X Guru Index ETF as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.