Spire Wealth Management’s Macy's M Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.07K	Sell	59 -188	-76%	-$3.81K	﹤0.01%	2144
2025 Q4	$5.45K	Buy	+247	New	+$5.06K	﹤0.01%	1896
2023 Q4	–	Sell	-201	Closed	-$2.33K	–	2429
2023 Q3	$2.33K	Hold	201	–	–	﹤0.01%	2104
2023 Q2	$3.23K	Sell	201 -300	-60%	-$4.8K	﹤0.01%	2107
2023 Q1	$8.76K	Hold	501	–	–	﹤0.01%	1897
2022 Q4	$10K	Buy	501 +201	+67%	+$4.12K	﹤0.01%	1611
2022 Q3	$5K	Sell	300 -2,217	-88%	-$39.3K	﹤0.01%	1748
2022 Q2	$46K	Sell	2,517 -748	-23%	-$16.9K	﹤0.01%	1324
2022 Q1	$80K	Sell	3,265 -1,300	-28%	-$33.3K	﹤0.01%	1254
2021 Q4	$120K	Buy	4,565 +4,500	+6,923%	+$123K	﹤0.01%	1320
2021 Q3	$1K	Sell	65 -1,100	-94%	-$22K	﹤0.01%	2535
2021 Q2	$22K	Sell	1,165 -1,050	-47%	-$18.6K	﹤0.01%	1833
2021 Q1	$36K	Buy	+2,215	New	+$33.8K	﹤0.01%	1888

Other funds holding M

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

RWC Asset Management London, United Kingdom $2.4B AUM 29.54% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return