SWM
MFA

Spire Wealth Management’s MFA Financial MFA Stock Holding History

Spire Wealth Management’s Portfolio MFA Stock Details MFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$719 Hold
75
– – ﹤0.01% 2193
2025
Q4 		$698 Hold
75
– – ﹤0.01% 2243
2025
Q3 		$689 Hold
75
– – ﹤0.01% 2323
2025
Q2 		$710 Hold
75
– – ﹤0.01% 2332
2025
Q1 		$770 Buy
+75
New +$785 ﹤0.01% 2422
2022
Q2 		– Sell
-300
Closed -$5K – 2772
2022
Q1 		$5K Sell
300
-49
-14% -$847 ﹤0.01% 2238
2021
Q4 		$6K Sell
349
-9,951
-97% -$181K ﹤0.01% 2521
2021
Q3 		$188K Buy
10,300
+10,000
+3,333% +$186K 0.01% 952
2021
Q2 		$6K Sell
300
-49
-14% -$866 ﹤0.01% 2278
2021
Q1 		$6K Buy
+349
New +$5.55K ﹤0.01% 2577

Other funds holding MFA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return