Spire Wealth Management’s Kyndryl KD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.97K	Sell	531 -291	-35%	-$5.12K	﹤0.01%	1739
2025 Q4	$21.8K	Buy	822 +312	+61%	+$8.46K	﹤0.01%	1455
2025 Q3	$15.3K	Hold	510	–	–	﹤0.01%	1613
2025 Q2	$21.4K	Sell	510 -134	-21%	-$4.85K	﹤0.01%	1498
2025 Q1	$20.2K	Sell	644 -133	-17%	-$4.98K	﹤0.01%	1607
2024 Q4	$26.9K	Sell	777 -37	-5%	-$1.08K	﹤0.01%	1521
2024 Q3	$18.7K	Sell	814 -49	-6%	-$1.2K	﹤0.01%	1457
2024 Q2	$22.7K	Sell	863 -110	-11%	-$2.64K	﹤0.01%	1403
2024 Q1	$21.2K	Sell	973 -40	-4%	-$851	﹤0.01%	1502
2023 Q4	$21.2K	Sell	1,013 -226	-18%	-$3.86K	﹤0.01%	1520
2023 Q3	$18.7K	Sell	1,239 -35	-3%	-$519	﹤0.01%	1531
2023 Q2	$16.9K	Sell	1,274 -149	-10%	-$2.02K	﹤0.01%	1649
2023 Q1	$21K	Buy	1,423 +326	+30%	+$4.63K	﹤0.01%	1596
2022 Q4	$12K	Buy	1,097 +123	+13%	+$1.24K	﹤0.01%	1545
2022 Q3	$8K	Sell	974 -822	-46%	-$8.55K	﹤0.01%	1626
2022 Q2	$18K	Buy	+1,796	New	+$20.9K	﹤0.01%	1716

Other funds holding KD

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Sound Shore Management Greenwich, Connecticut $2.98B AUM 22.67% 1-Year Est. Return