Spire Wealth Management
KLIC icon

Spire Wealth Management’s Kulicke & Soffa KLIC Stock Holding History

Spire Wealth Management’s Portfolio KLIC Stock Details KLIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-5
Closed -$669 – 2255
2026
Q2 		$669 Buy
+5
New +$490 ﹤0.01% 2190
2023
Q2 		– Sell
-22
Closed -$1.16K – 2468
2023
Q1 		$1.16K Sell
22
-27
-55% -$1.4K ﹤0.01% 2372
2022
Q4 		$2K Buy
+49
New +$2.15K ﹤0.01% 2064
2022
Q3 		– Sell
-2,473
Closed -$106K – 2407
2022
Q2 		$106K Buy
2,473
+8
+0.3% +$396 ﹤0.01% 1010
2022
Q1 		$138K Sell
2,465
-5,657
-70% -$312K ﹤0.01% 1054
2021
Q4 		$492K Buy
8,122
+3,270
+67% +$187K 0.01% 707
2021
Q3 		$283K Buy
4,852
+107
+2% +$6.66K 0.01% 781
2021
Q2 		$290K Sell
4,745
-3,395
-42% -$183K 0.01% 788
2021
Q1 		$384K Buy
+8,140
New +$353K 0.01% 761

Other funds holding KLIC

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

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

Spire Wealth Management sold out of Kulicke & Soffa (KLIC) in Q3 2026, closing a stake of 5 shares — an estimated $669 sold.

Spire Wealth Management first reported a position in KLIC in Q1 2021 and held it in 9 quarters. The position peaked at $492K in Q4 2021. 285 funds tracked by Wall St. Rank hold KLIC as of Q3 2026.

  • Spire Wealth Management reported no remaining Kulicke & Soffa position as of Q3 2026 after selling out during the quarter.
  • Spire Wealth Management sold 5 Kulicke & Soffa shares in Q3 2026, an estimated $669.
  • Spire Wealth Management first reported a position in Kulicke & Soffa in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Kulicke & Soffa position peaked at $492K in Q4 2021.
  • 285 funds tracked by Wall St. Rank held Kulicke & Soffa as of Q3 2026.

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