Spire Wealth Management
PII icon

Spire Wealth Management’s Polaris PII Stock Holding History

Spire Wealth Management’s Portfolio PII Stock Details PII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-19
Closed -$1.3K – 2280
2026
Q2 		$1.3K Buy
+19
New +$1.22K ﹤0.01% 2093
2025
Q1 		– Sell
-70
Closed -$4.03K – 2556
2024
Q4 		$4.03K Sell
70
-277
-80% -$19.3K ﹤0.01% 2103
2024
Q3 		$28.9K Buy
347
+293
+543% +$23.8K ﹤0.01% 1322
2024
Q2 		$4.23K Sell
54
-161
-75% -$13.6K ﹤0.01% 1868
2024
Q1 		$21.5K Buy
215
+200
+1,333% +$18.4K ﹤0.01% 1496
2023
Q4 		$1.4K Sell
15
-256
-94% -$23.4K ﹤0.01% 2213
2023
Q3 		$28.2K Sell
271
-231
-46% -$27.4K ﹤0.01% 1377
2023
Q2 		$60.7K Hold
502
– – ﹤0.01% 1127
2023
Q1 		$55.5K Buy
502
+11
+2% +$1.22K ﹤0.01% 1158
2022
Q4 		$50K Buy
491
+61
+14% +$6.36K ﹤0.01% 992
2022
Q3 		$41K Buy
430
+249
+138% +$27.9K ﹤0.01% 1026
2022
Q2 		$18K Sell
181
-124
-41% -$12.8K ﹤0.01% 1719
2022
Q1 		$32K Sell
305
-108
-26% -$12.3K ﹤0.01% 1621
2021
Q4 		$45K Buy
413
+108
+35% +$12.7K ﹤0.01% 1788
2021
Q3 		$36K Buy
+305
New +$38.8K ﹤0.01% 1609
2021
Q2 		– Hold
0
– – – 1551

Other funds holding PII

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Eubel Brady & Suttman Asset Management
Eubel Brady & Suttman Asset Management Miamisburg, Ohio $862M AUM 8.44% 1-Year Est. Return
Segment Wealth Management
Segment Wealth Management Houston, Texas $1.94B AUM 22.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Spire Wealth Management's PII Position: Q3 2026 in Review

Spire Wealth Management sold out of Polaris (PII) in Q3 2026, closing a stake of 19 shares — an estimated $1.3K sold.

Spire Wealth Management first reported a position in PII in Q3 2021 and held it in 15 quarters. The position peaked at $60.7K in Q2 2023. 152 funds tracked by Wall St. Rank hold PII as of Q3 2026.

  • Spire Wealth Management reported no remaining Polaris position as of Q3 2026 after selling out during the quarter.
  • Spire Wealth Management sold 19 Polaris shares in Q3 2026, an estimated $1.3K.
  • Spire Wealth Management first reported a position in Polaris in Q3 2021 and held it in 15 quarters.
  • Spire Wealth Management's Polaris position peaked at $60.7K in Q2 2023.
  • 152 funds tracked by Wall St. Rank held Polaris as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.