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Spire Wealth Management’s Northern Trust NTRS Stock Holding History

Spire Wealth Management’s Portfolio NTRS Stock Details NTRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.74K Hold
33
– – ﹤0.01% 1800
2026
Q1 		$4.61K Sell
33
-14
-30% -$2.01K ﹤0.01% 1861
2025
Q4 		$6.4K Buy
47
+14
+42% +$1.84K ﹤0.01% 1854
2025
Q3 		$4.44K Sell
33
-7
-18% -$901 ﹤0.01% 1989
2025
Q2 		$5.07K Buy
40
+6
+18% +$613 ﹤0.01% 1934
2025
Q1 		$3.35K Sell
34
-25
-42% -$2.65K ﹤0.01% 2162
2024
Q4 		$6.09K Buy
59
+24
+69% +$2.45K ﹤0.01% 1993
2024
Q3 		$3.15K Hold
35
– – ﹤0.01% 1915
2024
Q2 		$2.94K Sell
35
-39
-53% -$3.27K ﹤0.01% 1936
2024
Q1 		$6.57K Buy
74
+39
+111% +$3.2K ﹤0.01% 1857
2023
Q4 		$2.84K Sell
35
-17
-33% -$1.26K ﹤0.01% 2078
2023
Q3 		$3.6K Sell
52
-225
-81% -$17K ﹤0.01% 2014
2023
Q2 		$20.6K Sell
277
-20
-7% -$1.53K ﹤0.01% 1580
2023
Q1 		$26.2K Buy
297
+142
+92% +$13.2K ﹤0.01% 1499
2022
Q4 		$14K Buy
155
+1
+0.6% +$88 ﹤0.01% 1500
2022
Q3 		$13K Sell
154
-234
-60% -$22.6K ﹤0.01% 1488
2022
Q2 		$37K Sell
388
-283
-42% -$29.9K ﹤0.01% 1426
2022
Q1 		$78K Sell
671
-176
-21% -$20.9K ﹤0.01% 1266
2021
Q4 		$101K Buy
847
+211
+33% +$25.3K ﹤0.01% 1401
2021
Q3 		$69K Hold
636
– – ﹤0.01% 1345
2021
Q2 		$74K Sell
636
-232
-27% -$26.6K ﹤0.01% 1319
2021
Q1 		$91K Buy
+868
New +$85.2K ﹤0.01% 1439

Other funds holding NTRS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

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

Spire Wealth Management held its Northern Trust (NTRS) position steady in Q2 2026 at 33 shares worth $5.74K. The position accounts for ﹤0.01% of the portfolio, ranked #1800.

Spire Wealth Management first reported a position in NTRS in Q1 2021 and has held it in 22 quarters since. The position peaked at $101K in Q4 2021. 1,013 funds tracked by Wall St. Rank hold NTRS as of Q2 2026.

  • Spire Wealth Management held 33 shares of Northern Trust worth $5.74K as of Q2 2026.
  • Spire Wealth Management left its Northern Trust share count unchanged in Q2 2026.
  • Northern Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1800 holding.
  • Spire Wealth Management first reported a position in Northern Trust in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Northern Trust position peaked at $101K in Q4 2021.
  • 1,013 funds tracked by Wall St. Rank held Northern Trust as of Q2 2026.

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