SWM
LEO

Spire Wealth Management’s BNY Mellon Strategic Municipals LEO Stock Holding History

Spire Wealth Management’s Portfolio LEO Stock Details LEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$161K Hold
24,908
– – ﹤0.01% 849
2026
Q1 		$157K Hold
24,908
– – 0.01% 854
2025
Q4 		$158K Hold
24,908
– – 0.01% 860
2025
Q3 		$156K Hold
24,908
– – 0.01% 854
2025
Q2 		$147K Hold
24,908
– – 0.01% 841
2025
Q1 		$152K Hold
24,908
– – ﹤0.01% 890
2024
Q4 		$150K Hold
24,908
– – ﹤0.01% 901
2024
Q3 		$162K Hold
24,908
– – 0.01% 783
2024
Q2 		$152K Hold
24,908
– – 0.01% 790
2024
Q1 		$152K Hold
24,908
– – ﹤0.01% 865
2023
Q4 		$145K Buy
+24,908
New +$137K ﹤0.01% 873
2022
Q2 		– Sell
-2,000
Closed -$14K – 2764
2022
Q1 		$14K Sell
2,000
-6,200
-76% -$47.4K ﹤0.01% 1922
2021
Q4 		$69K Hold
8,200
– – ﹤0.01% 1569
2021
Q3 		$71K Hold
8,200
– – ﹤0.01% 1331
2021
Q2 		$74K Hold
8,200
– – ﹤0.01% 1318
2021
Q1 		$70K Buy
+8,200
New +$69.5K ﹤0.01% 1556

Other funds holding LEO

SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Spire Wealth Management's LEO Position: Q2 2026 in Review

Spire Wealth Management held its BNY Mellon Strategic Municipals (LEO) position steady in Q2 2026 at 24,908 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #849.

Spire Wealth Management first reported a position in LEO in Q1 2021 and has held it in 16 quarters since. The position peaked at $162K in Q3 2024. 101 funds tracked by Wall St. Rank hold LEO as of Q2 2026.

  • Spire Wealth Management held 24,908 shares of BNY Mellon Strategic Municipals worth $161K as of Q2 2026.
  • Spire Wealth Management left its BNY Mellon Strategic Municipals share count unchanged in Q2 2026.
  • BNY Mellon Strategic Municipals made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #849 holding.
  • Spire Wealth Management first reported a position in BNY Mellon Strategic Municipals in Q1 2021 and has held it in 16 quarters since.
  • Spire Wealth Management's BNY Mellon Strategic Municipals position peaked at $162K in Q3 2024.
  • 101 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipals as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.