SWM
LTC

Spire Wealth Management’s LTC Properties LTC Stock Holding History

Spire Wealth Management’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$577 Sell
15
-3
-17% -$114 ﹤0.01% 2205
2026
Q1 		$669 Hold
18
– – ﹤0.01% 2205
2025
Q4 		$619 Buy
18
+3
+20% +$106 ﹤0.01% 2259
2025
Q3 		$553 Hold
15
– – ﹤0.01% 2343
2025
Q2 		$519 Sell
15
-50
-77% -$1.76K ﹤0.01% 2366
2025
Q1 		$2.3K Hold
65
– – ﹤0.01% 2255
2024
Q4 		$2.25K Hold
65
– – ﹤0.01% 2230
2024
Q3 		$2.38K Hold
65
– – ﹤0.01% 1968
2024
Q2 		$2.24K Hold
65
– – ﹤0.01% 1991
2024
Q1 		$2.11K Buy
65
+15
+30% +$478 ﹤0.01% 2084
2023
Q4 		$1.6K Hold
50
– – ﹤0.01% 2187
2023
Q3 		$1.61K Sell
50
-250
-83% -$8.25K ﹤0.01% 2169
2023
Q2 		$9.91K Sell
300
-699
-70% -$23.3K ﹤0.01% 1819
2023
Q1 		$35.1K Buy
999
+519
+108% +$18.7K ﹤0.01% 1363
2022
Q4 		$17K Buy
480
+430
+860% +$16.4K ﹤0.01% 1434
2022
Q3 		$2K Hold
50
– – ﹤0.01% 1966
2022
Q2 		$2K Hold
50
– – ﹤0.01% 2370
2022
Q1 		$2K Hold
50
– – ﹤0.01% 2403
2021
Q4 		$2K Sell
50
-50
-50% -$1.67K ﹤0.01% 2782
2021
Q3 		$3K Hold
100
– – ﹤0.01% 2403
2021
Q2 		$4K Hold
100
– – ﹤0.01% 2370
2021
Q1 		$4K Buy
+100
New +$4.12K ﹤0.01% 2699

Other funds holding LTC

PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
HWA
HHM Wealth Advisors Chattanooga, Tennessee $994M AUM 23.11% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return