Spire Wealth Management’s Ladder Capital LADR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$71.2K	Hold	7,157	–	–	﹤0.01%	1073
2026 Q1	$69.9K	Hold	7,157	–	–	﹤0.01%	1083
2025 Q4	$78.7K	Buy	7,157 +157	+2%	+$1.71K	﹤0.01%	1056
2025 Q3	$76.4K	Hold	7,000	–	–	﹤0.01%	1096
2025 Q2	$75.3K	Hold	7,000	–	–	﹤0.01%	1078
2025 Q1	$79.9K	Hold	7,000	–	–	﹤0.01%	1124
2024 Q4	$78.3K	Hold	7,000	–	–	﹤0.01%	1127
2024 Q3	$81.2K	Hold	7,000	–	–	﹤0.01%	979
2024 Q2	$79K	Hold	7,000	–	–	﹤0.01%	967
2024 Q1	$77.9K	Hold	7,000	–	–	﹤0.01%	1075
2023 Q4	$80K	Hold	7,000	–	–	﹤0.01%	1059
2023 Q3	$71.8K	Sell	7,000 -117	-2%	-$1.27K	﹤0.01%	1044
2023 Q2	$77.2K	Buy	7,117 +3	+0%	+$29	﹤0.01%	1049
2023 Q1	$67.2K	Buy	7,114 +2	+0%	+$21	﹤0.01%	1080
2022 Q4	$71K	Buy	7,112 +7,003	+6,425%	+$72.6K	﹤0.01%	860
2022 Q3	$1K	Sell	109 -219	-67%	-$2.42K	﹤0.01%	2094
2022 Q2	$3K	Buy	328 +2	+0.6%	+$23	﹤0.01%	2275
2022 Q1	$4K	Buy	326 +2	+0.6%	+$24	﹤0.01%	2288
2021 Q4	$4K	Buy	324 +2	+0.6%	+$24	﹤0.01%	2634
2021 Q3	$4K	Buy	322 +1	+0.3%	+$11	﹤0.01%	2345
2021 Q2	$4K	Sell	321 -351	-52%	-$4.12K	﹤0.01%	2368
2021 Q1	$3K	Buy	+672	New	+$7.32K	﹤0.01%	2757

Other funds holding LADR

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Allied Private Wealth Boca Raton, Florida $156M AUM

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Torren Management San Diego, California $197M AUM

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return