Spire Wealth Management’s O-I Glass OI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13.7K	Sell	1,300 -1,760	-58%	-$24.2K	﹤0.01%	1532
2025 Q4	$45.2K	Sell	3,060 -5,460	-64%	-$72.2K	﹤0.01%	1216
2025 Q3	$111K	Hold	8,520	–	–	﹤0.01%	953
2025 Q2	$126K	Sell	8,520 -440	-5%	-$5.63K	﹤0.01%	898
2025 Q1	$103K	Buy	8,960 +65	+0.7%	+$739	﹤0.01%	1024
2024 Q4	$96.4K	Buy	8,895 +265	+3%	+$3.22K	﹤0.01%	1044
2024 Q3	$113K	Buy	8,630 +1,390	+19%	+$16.6K	﹤0.01%	879
2024 Q2	$80.6K	Buy	7,240 +600	+9%	+$8.11K	﹤0.01%	962
2024 Q1	$110K	Sell	6,640 -259	-4%	-$4.1K	﹤0.01%	966
2023 Q4	$103K	Hold	6,899	–	–	﹤0.01%	990
2023 Q3	$115K	Hold	6,899	–	–	﹤0.01%	906
2023 Q2	$147K	Hold	6,899	–	–	0.01%	829
2023 Q1	$157K	Buy	6,899 +849	+14%	+$17.8K	0.01%	806
2022 Q4	$100K	Sell	6,050 -370	-6%	-$5.96K	0.01%	743
2022 Q3	$83K	Sell	6,420 -2,599	-29%	-$35.2K	0.01%	771
2022 Q2	$126K	Sell	9,019 -7,460	-45%	-$107K	0.01%	947
2022 Q1	$217K	Hold	16,479	–	–	0.01%	855
2021 Q4	$198K	Buy	16,479 +7,420	+82%	+$94K	﹤0.01%	1097
2021 Q3	$129K	Buy	9,059 +259	+3%	+$3.88K	﹤0.01%	1101
2021 Q2	$144K	Hold	8,800	–	–	﹤0.01%	1067
2021 Q1	$130K	Buy	+8,800	New	+$113K	﹤0.01%	1272

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Cooper Creek Partners Management New York $2.08B AUM 30.49% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return