SWM
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Spire Wealth Management’s Inspire Small/Mid Cap Impact ETF ISMD Stock Holding History

Spire Wealth Management’s Portfolio ISMD Stock Details ISMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-38
Closed -$1K – 2962
2021
Q3 		$1K Hold
38
– – ﹤0.01% 2531
2021
Q2 		$1K Buy
+38
New +$1.39K ﹤0.01% 2536

Other funds holding ISMD

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
II
Inspire Investing Meridian, Idaho $1.71B AUM 31.76% 1-Year Est. Return
P
Paradiem Covington, Louisiana $464M AUM 45.56% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $1.65B AUM 15.6% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
PFG
PAX Financial Group San Antonio, Texas $586M AUM 15.84% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Spire Wealth Management's ISMD Position: Q4 2021 in Review

Spire Wealth Management sold out of Inspire Small/Mid Cap Impact ETF (ISMD) in Q4 2021, closing a stake of 38 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in ISMD in Q2 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2021. 42 funds tracked by Wall St. Rank hold ISMD as of Q4 2021.

  • Spire Wealth Management reported no remaining Inspire Small/Mid Cap Impact ETF position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 38 Inspire Small/Mid Cap Impact ETF shares in Q4 2021, an estimated $1K.
  • Spire Wealth Management first reported a position in Inspire Small/Mid Cap Impact ETF in Q2 2021 and held it in 2 quarters.
  • Spire Wealth Management's Inspire Small/Mid Cap Impact ETF position peaked at $1K in Q3 2021.
  • 42 funds tracked by Wall St. Rank held Inspire Small/Mid Cap Impact ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.