Spire Wealth Management’s Independent Bank INDB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$932	Hold	12	–	–	﹤0.01%	2118
2026 Q2	$1K	Hold	12	–	–	﹤0.01%	2136
2026 Q1	$903	Hold	12	–	–	﹤0.01%	2163
2025 Q4	$877	Hold	12	–	–	﹤0.01%	2212
2025 Q3	$830	Hold	12	–	–	﹤0.01%	2302
2025 Q2	$755	Hold	12	–	–	﹤0.01%	2324
2025 Q1	$752	Hold	12	–	–	﹤0.01%	2425
2024 Q4	$770	Hold	12	–	–	﹤0.01%	2404
2024 Q3	$710	Buy	+12	New	+$705	﹤0.01%	2126

Other funds holding INDB

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.82B AUM 15.06% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Moody Aldrich Partners Marblehead, Massachusetts $523M AUM 75.24% 1-Year Est. Return

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

Spire Wealth Management held its Independent Bank (INDB) position steady in Q3 2026 at 12 shares worth $932. The position accounts for ﹤0.01% of the portfolio, ranked #2118.

Spire Wealth Management first reported a position in INDB in Q3 2024 and has held it in 9 quarters since. The position peaked at $1K in Q2 2026. 158 funds tracked by Wall St. Rank hold INDB as of Q3 2026.

Spire Wealth Management held 12 shares of Independent Bank worth $932 as of Q3 2026.
Spire Wealth Management left its Independent Bank share count unchanged in Q3 2026.
Independent Bank made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2118 holding.
Spire Wealth Management first reported a position in Independent Bank in Q3 2024 and has held it in 9 quarters since.
Spire Wealth Management's Independent Bank position peaked at $1K in Q2 2026.
158 funds tracked by Wall St. Rank held Independent Bank as of Q3 2026.

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