Spire Wealth Management’s Annaly Capital Management NLY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$251K	Sell	11,230 -2,542	-18%	-$56.1K	0.01%	723
2026 Q1	$291K	Buy	13,772 +1,597	+13%	+$36.4K	0.01%	686
2025 Q4	$272K	Buy	12,175 +3,694	+44%	+$80.4K	0.01%	708
2025 Q3	$171K	Buy	8,481 +720	+9%	+$14.9K	0.01%	822
2025 Q2	$146K	Sell	7,761 -25	-0.3%	-$475	0.01%	846
2025 Q1	$158K	Buy	7,786 +112	+1%	+$2.31K	0.01%	879
2024 Q4	$140K	Buy	+7,674	New	+$150K	﹤0.01%	929
2022 Q3	–	Sell	-22,108	Closed	-$523K	–	2463
2022 Q2	$523K	Buy	22,108 +4,687	+27%	+$121K	0.02%	459
2022 Q1	$491K	Sell	17,421 -6,464	-27%	-$192K	0.01%	580
2021 Q4	$747K	Buy	23,885 +11,222	+89%	+$377K	0.02%	572
2021 Q3	$427K	Buy	12,663 +2,784	+28%	+$95.8K	0.01%	646
2021 Q2	$351K	Sell	9,879 -6,343	-39%	-$230K	0.01%	722
2021 Q1	$571K	Buy	+16,222	New	+$549K	0.02%	621

Other funds holding NLY

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Spire Wealth Management's NLY Position: Q2 2026 in Review

Spire Wealth Management reduced its Annaly Capital Management (NLY) stake by 18% in Q2 2026, selling an estimated $56.1K and leaving 11,230 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #723.

Spire Wealth Management first reported a position in NLY in Q1 2021 and has held it in 13 quarters since. The position peaked at $747K in Q4 2021. 784 funds tracked by Wall St. Rank hold NLY as of Q2 2026.

Spire Wealth Management held 11,230 shares of Annaly Capital Management worth $251K as of Q2 2026.
Spire Wealth Management sold 2,542 Annaly Capital Management shares in Q2 2026, an estimated $56.1K.
Annaly Capital Management made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #723 holding.
Spire Wealth Management first reported a position in Annaly Capital Management in Q1 2021 and has held it in 13 quarters since.
Spire Wealth Management's Annaly Capital Management position peaked at $747K in Q4 2021.
784 funds tracked by Wall St. Rank held Annaly Capital Management as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.