SWM
KT icon

Spire Wealth Management’s KT KT Stock Holding History

Spire Wealth Management’s Portfolio KT Stock Details KT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$91.5K Sell
5,296
-1,131
-18% -$22.5K ﹤0.01% 1004
2026
Q1 		$138K Hold
6,427
– – ﹤0.01% 891
2025
Q4 		$122K Sell
6,427
-176
-3% -$3.28K ﹤0.01% 933
2025
Q3 		$129K Sell
6,603
-197
-3% -$4.01K ﹤0.01% 917
2025
Q2 		$141K Buy
6,800
+5
+0.1% +$95 0.01% 857
2025
Q1 		$120K Buy
6,795
+404
+6% +$6.97K ﹤0.01% 971
2024
Q4 		$99.2K Buy
6,391
+17
+0.3% +$270 ﹤0.01% 1036
2024
Q3 		$98K Buy
6,374
+3
+0% +$43 ﹤0.01% 918
2024
Q2 		$87.1K Buy
6,371
+15
+0.2% +$198 ﹤0.01% 936
2024
Q1 		$89.1K Hold
6,356
– – ﹤0.01% 1019
2023
Q4 		$80.4K Hold
6,356
– – ﹤0.01% 1057
2023
Q3 		$81.5K Sell
6,356
-763
-11% -$9.2K ﹤0.01% 1011
2023
Q2 		$80.4K Sell
7,119
-2,096
-23% -$24.4K ﹤0.01% 1037
2023
Q1 		$105K Buy
9,215
+1,574
+21% +$20.1K ﹤0.01% 953
2022
Q4 		$103K Sell
7,641
-2,701
-26% -$36K 0.01% 730
2022
Q3 		$126K Hold
10,342
– – 0.01% 637
2022
Q2 		$144K Sell
10,342
-1,989
-16% -$28.6K 0.01% 886
2022
Q1 		$177K Hold
12,331
– – ﹤0.01% 941
2021
Q4 		$155K Hold
12,331
– – ﹤0.01% 1212
2021
Q3 		$168K Hold
12,331
– – ﹤0.01% 990
2021
Q2 		$172K Hold
12,331
– – ﹤0.01% 988
2021
Q1 		$153K Buy
+12,331
New +$140K ﹤0.01% 1183

Other funds holding KT

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RWA
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QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
PWMG
Pinnacle Wealth Management Group Plymouth, Michigan $214M AUM 20.07% 1-Year Est. Return
GIC
Generali Investments CEE Prague, Czech Republic $2.11B AUM 25.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return