Spire Wealth Management’s H2O America HTO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-440	Closed	-$24.1K	–	2543
2025 Q1	$24.1K	Hold	440	–	–	﹤0.01%	1545
2024 Q4	$21.7K	Hold	440	–	–	﹤0.01%	1600
2024 Q3	$25.6K	Hold	440	–	–	﹤0.01%	1363
2024 Q2	$23.9K	Hold	440	–	–	﹤0.01%	1381
2024 Q1	$24.9K	Hold	440	–	–	﹤0.01%	1439
2023 Q4	$27.4K	Hold	440	–	–	﹤0.01%	1425
2023 Q3	$26.4K	Hold	440	–	–	﹤0.01%	1399
2023 Q2	$30.8K	Hold	440	–	–	﹤0.01%	1400
2023 Q1	$33.5K	Buy	+440	New	+$34K	﹤0.01%	1386
2022 Q3	–	Sell	-1,320	Closed	-$82K	–	2548
2022 Q2	$82K	Hold	1,320	–	–	﹤0.01%	1107
2022 Q1	$92K	Hold	1,320	–	–	﹤0.01%	1192
2021 Q4	$97K	Sell	1,320 -1,320	-50%	-$91.8K	﹤0.01%	1418
2021 Q3	$174K	Hold	2,640	–	–	﹤0.01%	976
2021 Q2	$167K	Hold	2,640	–	–	﹤0.01%	995
2021 Q1	$166K	Buy	+2,640	New	+$172K	﹤0.01%	1150

Other funds holding HTO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Spire Wealth Management's HTO Position: Q2 2025 in Review

Spire Wealth Management sold out of H2O America (HTO) in Q2 2025, closing a stake of 440 shares — an estimated $24.1K sold.

Spire Wealth Management first reported a position in HTO in Q1 2021 and held it in 15 quarters. The position peaked at $174K in Q3 2021. 263 funds tracked by Wall St. Rank hold HTO as of Q2 2025.

Spire Wealth Management reported no remaining H2O America position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 440 H2O America shares in Q2 2025, an estimated $24.1K.
Spire Wealth Management first reported a position in H2O America in Q1 2021 and held it in 15 quarters.
Spire Wealth Management's H2O America position peaked at $174K in Q3 2021.
263 funds tracked by Wall St. Rank held H2O America as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.