SWM
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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
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

RZH
Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return
WN
Williams & Novak Westlake Village, California $151M AUM 27.43% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Spire Wealth Management's III Position: Q2 2026 in Review

Spire Wealth Management held its Information Services Group (III) position steady in Q2 2026 at 400 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

Spire Wealth Management first reported a position in III in Q3 2025 and has held it in 4 quarters since. The position peaked at $2.31K in Q4 2025. 10 funds tracked by Wall St. Rank hold III as of Q2 2026.

  • Spire Wealth Management held 400 shares of Information Services Group worth $1.64K as of Q2 2026.
  • Spire Wealth Management left its Information Services Group share count unchanged in Q2 2026.
  • Information Services Group made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2040 holding.
  • Spire Wealth Management first reported a position in Information Services Group in Q3 2025 and has held it in 4 quarters since.
  • Spire Wealth Management's Information Services Group position peaked at $2.31K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held Information Services Group as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.