Spire Wealth Management’s Goldman Sachs Hedge Industry VIP ETF GVIP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-126	Closed	-$13.7K	–	2292
2024 Q1	$13.7K	Hold	126	–	–	﹤0.01%	1616
2023 Q4	$12.4K	Hold	126	–	–	﹤0.01%	1688
2023 Q3	$10.7K	Hold	126	–	–	﹤0.01%	1710
2023 Q2	$10.7K	Hold	126	–	–	﹤0.01%	1791
2023 Q1	$9.66K	Hold	126	–	–	﹤0.01%	1860
2022 Q4	$9K	Hold	126	–	–	﹤0.01%	1655
2022 Q3	$9K	Sell	126 -63	-33%	-$4.74K	﹤0.01%	1593
2022 Q2	$13K	Sell	189 -125	-40%	-$9.91K	﹤0.01%	1831
2022 Q1	$29K	Sell	314 -2	-0.6%	-$185	﹤0.01%	1655
2021 Q4	$32K	Buy	316 +63	+25%	+$6.42K	﹤0.01%	1915
2021 Q3	$25K	Hold	253	–	–	﹤0.01%	1763
2021 Q2	$26K	Buy	253 +63	+33%	+$6.2K	﹤0.01%	1769
2021 Q1	$18K	Buy	+190	New	+$18K	﹤0.01%	2191

Other funds holding GVIP

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return

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

TYCC

Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Spire Wealth Management's GVIP Position: Q2 2024 in Review

Spire Wealth Management sold out of Goldman Sachs Hedge Industry VIP ETF (GVIP) in Q2 2024, closing a stake of 126 shares — an estimated $13.7K sold.

Spire Wealth Management first reported a position in GVIP in Q1 2021 and held it in 13 quarters. The position peaked at $32K in Q4 2021. 39 funds tracked by Wall St. Rank hold GVIP as of Q2 2024.

Spire Wealth Management reported no remaining Goldman Sachs Hedge Industry VIP ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 126 Goldman Sachs Hedge Industry VIP ETF shares in Q2 2024, an estimated $13.7K.
Spire Wealth Management first reported a position in Goldman Sachs Hedge Industry VIP ETF in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Goldman Sachs Hedge Industry VIP ETF position peaked at $32K in Q4 2021.
39 funds tracked by Wall St. Rank held Goldman Sachs Hedge Industry VIP ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.