Spire Wealth Management’s BlackRock MuniYield Pennsylvania Quality Fund MPA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-721	Closed	-$8.74K	–	2330
2024 Q1	$8.74K	Buy	721 +5	+0.7%	+$59	﹤0.01%	1756
2023 Q4	$8.26K	Buy	716 +10	+1%	+$108	﹤0.01%	1809
2023 Q3	$7.32K	Buy	706 +6	+0.9%	+$67	﹤0.01%	1830
2023 Q2	$8.18K	Buy	700 +7	+1%	+$80	﹤0.01%	1873
2023 Q1	$8.14K	Buy	693 +4	+0.6%	+$46	﹤0.01%	1916
2022 Q4	$8K	Buy	689 +11	+2%	+$121	﹤0.01%	1701
2022 Q3	$8K	Sell	678 -5,042	-88%	-$65.8K	﹤0.01%	1629
2022 Q2	$72K	Buy	5,720 +9	+0.2%	+$115	﹤0.01%	1158
2022 Q1	$75K	Buy	5,711 +5	+0.1%	+$71	﹤0.01%	1286
2021 Q4	$96K	Buy	5,706 +9	+0.2%	+$147	﹤0.01%	1420
2021 Q3	$92K	Buy	5,697 +7	+0.1%	+$112	﹤0.01%	1224
2021 Q2	$90K	Buy	5,690 +2,506	+79%	+$38.3K	﹤0.01%	1216
2021 Q1	$47K	Buy	+3,184	New	+$46.6K	﹤0.01%	1751

Other funds holding MPA

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

EFG

Ethos Financial Group King Of Prussia, Pennsylvania $1.37B AUM 19.43% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Spire Wealth Management's MPA Position: Q2 2024 in Review

Spire Wealth Management sold out of BlackRock MuniYield Pennsylvania Quality Fund (MPA) in Q2 2024, closing a stake of 721 shares — an estimated $8.74K sold.

Spire Wealth Management first reported a position in MPA in Q1 2021 and held it in 13 quarters. The position peaked at $96K in Q4 2021. 21 funds tracked by Wall St. Rank hold MPA as of Q2 2024.

Spire Wealth Management reported no remaining BlackRock MuniYield Pennsylvania Quality Fund position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 721 BlackRock MuniYield Pennsylvania Quality Fund shares in Q2 2024, an estimated $8.74K.
Spire Wealth Management first reported a position in BlackRock MuniYield Pennsylvania Quality Fund in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's BlackRock MuniYield Pennsylvania Quality Fund position peaked at $96K in Q4 2021.
21 funds tracked by Wall St. Rank held BlackRock MuniYield Pennsylvania Quality Fund as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.