SWM
HTO

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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return