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Spire Wealth Management’s Liquidity Services LQDT Stock Holding History

Spire Wealth Management’s Portfolio LQDT Stock Details LQDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$90K Hold
2,300
– – ﹤0.01% 1011
2026
Q1 		$70.3K Buy
+2,300
New +$71.6K ﹤0.01% 1080

Other funds holding LQDT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
PAIM
Punch & Associates Investment Management Edina, Minnesota $2.02B AUM 40.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Spire Wealth Management held its Liquidity Services (LQDT) position steady in Q2 2026 at 2,300 shares worth $90K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Spire Wealth Management first reported a position in LQDT in Q1 2026 and has held it in 2 quarters since. 222 funds tracked by Wall St. Rank hold LQDT as of Q2 2026.

  • Spire Wealth Management held 2,300 shares of Liquidity Services worth $90K as of Q2 2026.
  • Spire Wealth Management left its Liquidity Services share count unchanged in Q2 2026.
  • Liquidity Services made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1011 holding.
  • Spire Wealth Management first reported a position in Liquidity Services in Q1 2026 and has held it in 2 quarters since.
  • 222 funds tracked by Wall St. Rank held Liquidity Services as of Q2 2026.

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