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 Q3	$1.37K	Sell	157 -7,000	-98%	-$67.9K	﹤0.01%	2056
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%	+$1.7K	﹤0.01%	1056
2025 Q3	$76.4K	Hold	7,000	–	–	﹤0.01%	1096
2025 Q2	$75.2K	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

Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Access Investment Management Atlanta, Georgia $412M AUM 14.18% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

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

Spire Wealth Management reduced its Ladder Capital (LADR) stake by 98% in Q3 2026, selling an estimated $67.9K and leaving 157 shares worth $1.37K. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Spire Wealth Management first reported a position in LADR in Q1 2021 and has held it in 23 quarters since. The position peaked at $81.2K in Q3 2024. 107 funds tracked by Wall St. Rank hold LADR as of Q3 2026.

Spire Wealth Management held 157 shares of Ladder Capital worth $1.37K as of Q3 2026.
Spire Wealth Management sold 7,000 Ladder Capital shares in Q3 2026, an estimated $67.9K.
Ladder Capital made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2056 holding.
Spire Wealth Management first reported a position in Ladder Capital in Q1 2021 and has held it in 23 quarters since.
Spire Wealth Management's Ladder Capital position peaked at $81.2K in Q3 2024.
107 funds tracked by Wall St. Rank held Ladder Capital as of Q3 2026.

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