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SWM
Spire Wealth Management’s
Main Street Capital
MAIN
Stock Holding History
Spire Wealth Management’s Portfolio
MAIN Stock Details
MAIN Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$17.7K
Sell
334
-582
-64%
-$34.5K
﹤0.01%
1463
2025
Q4
$55.3K
Sell
916
-168
-15%
-$9.9K
﹤0.01%
1146
2025
Q3
$68.9K
Buy
1,084
+884
+442%
+$57.1K
﹤0.01%
1128
2025
Q2
$11.8K
Sell
200
-500
-71%
-$27.6K
﹤0.01%
1671
2025
Q1
$39.6K
Buy
+700
New
+$41.6K
﹤0.01%
1367
2024
Q3
–
Sell
-575
Closed
-$29K
–
2232
2024
Q2
$29K
Buy
575
+15
+3%
+$732
﹤0.01%
1299
2024
Q1
$26.5K
Buy
560
+60
+12%
+$2.71K
﹤0.01%
1420
2023
Q4
$22.1K
Sell
500
-12
-2%
-$490
﹤0.01%
1497
2023
Q3
$20.8K
Sell
512
-538
-51%
-$22K
﹤0.01%
1487
2023
Q2
$42K
Hold
1,050
–
–
﹤0.01%
1269
2023
Q1
$41.4K
Buy
+1,050
New
+$41.4K
﹤0.01%
1276
2022
Q3
–
Sell
-2,250
Closed
-$87K
–
2432
2022
Q2
$87K
Sell
2,250
-1,050
-32%
-$41K
﹤0.01%
1084
2022
Q1
$141K
Hold
3,300
–
–
﹤0.01%
1046
2021
Q4
$148K
Hold
3,300
–
–
﹤0.01%
1235
2021
Q3
$136K
Buy
3,300
+250
+8%
+$10.4K
﹤0.01%
1075
2021
Q2
$125K
Hold
3,050
–
–
﹤0.01%
1108
2021
Q1
$119K
Buy
+3,050
New
+$107K
﹤0.01%
1318
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1-Year Est. Return
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72.99%
1-Year Est. Return
UBS Group
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$564B AUM
30.12%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Legal & General Group
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$432B AUM
29.4%
1-Year Est. Return
D.E. Shaw & Co
New York
$127B AUM
43.98%
1-Year Est. Return
Two Sigma Investments
New York
$121B AUM
33.93%
1-Year Est. Return
Qube Research & Technologies (QRT)
London, United Kingdom
$70.4B AUM
20.22%
1-Year Est. Return
MC
Muzinich & Co
New York
$286M AUM
21.05%
1-Year Est. Return
AHC
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Houston, Texas
$1.64B AUM
36.77%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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