Spire Wealth Management
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Spire Wealth Management’s Information Services Group III Stock Holding History

Spire Wealth Management’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.21K Hold
400
– – ﹤0.01% 1975
2026
Q2 		$1.64K Hold
400
– – ﹤0.01% 2040
2026
Q1 		$1.54K Hold
400
– – ﹤0.01% 2081
2025
Q4 		$2.31K Hold
400
– – ﹤0.01% 2067
2025
Q3 		$2.3K Buy
+400
New +$1.99K ﹤0.01% 2132

Other funds holding III

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Renaissance Technologies
Renaissance Technologies New York $73.4B AUM 32.8% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Hillsdale Investment Management
Hillsdale Investment Management Toronto, Ontario, Canada $4.42B AUM 54.57% 1-Year Est. Return
Crestwood Advisors Group
Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return
Essex Investment Management
Essex Investment Management Boston, Massachusetts $675M AUM 61.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Spire Wealth Management's III Position: Q3 2026 in Review

Spire Wealth Management held its Information Services Group (III) position steady in Q3 2026 at 400 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1975.

Spire Wealth Management first reported a position in III in Q3 2025 and has held it in 5 quarters since. The position peaked at $2.31K in Q4 2025. 108 funds tracked by Wall St. Rank hold III as of Q3 2026.

  • Spire Wealth Management held 400 shares of Information Services Group worth $2.21K as of Q3 2026.
  • Spire Wealth Management left its Information Services Group share count unchanged in Q3 2026.
  • Information Services Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1975 holding.
  • Spire Wealth Management first reported a position in Information Services Group in Q3 2025 and has held it in 5 quarters since.
  • Spire Wealth Management's Information Services Group position peaked at $2.31K in Q4 2025.
  • 108 funds tracked by Wall St. Rank held Information Services Group as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.