SWM
H icon

Spire Wealth Management’s Hyatt Hotels H Stock Holding History

Spire Wealth Management’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$7.19K Hold
50
– – ﹤0.01% 1729
2025
Q4 		$8.02K Hold
50
– – ﹤0.01% 1782
2025
Q3 		$7.1K Hold
50
– – ﹤0.01% 1875
2025
Q2 		$6.98K Sell
50
-7
-12% -$873 ﹤0.01% 1839
2025
Q1 		$6.98K Sell
57
-2
-3% -$288 ﹤0.01% 1964
2024
Q4 		$9.26K Buy
+59
New +$9.15K ﹤0.01% 1855
2022
Q2 		– Sell
-67
Closed -$6K – 2740
2022
Q1 		$6K Sell
67
-24
-26% -$2.25K ﹤0.01% 2189
2021
Q4 		$9K Buy
91
+50
+122% +$4.27K ﹤0.01% 2415
2021
Q3 		$3K Buy
+41
New +$3.09K ﹤0.01% 2396
2021
Q2 		– Sell
-27
Closed -$2K – 2734
2021
Q1 		$2K Buy
+27
New +$2.12K ﹤0.01% 2849

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return