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Spire Wealth Management’s Piper Sandler PIPR Stock Holding History

Spire Wealth Management’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-236
Closed -$20.1K – 2373
2025
Q4 		$20.1K Hold
236
– – ﹤0.01% 1484
2025
Q3 		$20.5K Hold
236
– – ﹤0.01% 1526
2025
Q2 		$16.3K Hold
236
– – ﹤0.01% 1583
2025
Q1 		$14.5K Buy
236
+4
+2% +$286 ﹤0.01% 1717
2024
Q4 		$17.3K Hold
232
– – ﹤0.01% 1663
2024
Q3 		$16.4K Hold
232
– – ﹤0.01% 1498
2024
Q2 		$13.3K Buy
232
+4
+2% +$205 ﹤0.01% 1561
2024
Q1 		$11.4K Hold
228
– – ﹤0.01% 1675
2023
Q4 		$9.7K Hold
228
– – ﹤0.01% 1768
2023
Q3 		$8.24K Buy
228
+4
+2% +$145 ﹤0.01% 1784
2023
Q2 		$7.3K Sell
224
-28
-11% -$925 ﹤0.01% 1900
2023
Q1 		$8.77K Sell
252
-24
-9% -$855 ﹤0.01% 1896
2022
Q4 		$9K Buy
276
+56
+25% +$1.83K ﹤0.01% 1668
2022
Q3 		$6K Hold
220
– – ﹤0.01% 1711
2022
Q2 		$6K Buy
220
+4
+2% +$121 ﹤0.01% 2090
2022
Q1 		$7K Buy
216
+8
+4% +$295 ﹤0.01% 2159
2021
Q4 		$9K Buy
208
+4
+2% +$170 ﹤0.01% 2423
2021
Q3 		$7K Hold
204
– – ﹤0.01% 2205
2021
Q2 		$7K Hold
204
– – ﹤0.01% 2243
2021
Q1 		$6K Buy
+204
New +$5.41K ﹤0.01% 2589

Other funds holding PIPR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return

Spire Wealth Management's PIPR Position: Q1 2026 in Review

Spire Wealth Management sold out of Piper Sandler (PIPR) in Q1 2026, closing a stake of 236 shares — an estimated $20.1K sold.

Spire Wealth Management first reported a position in PIPR in Q1 2021 and held it in 20 quarters. The position peaked at $20.5K in Q3 2025. 392 funds tracked by Wall St. Rank hold PIPR as of Q1 2026.

  • Spire Wealth Management reported no remaining Piper Sandler position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 236 Piper Sandler shares in Q1 2026, an estimated $20.1K.
  • Spire Wealth Management first reported a position in Piper Sandler in Q1 2021 and held it in 20 quarters.
  • Spire Wealth Management's Piper Sandler position peaked at $20.5K in Q3 2025.
  • 392 funds tracked by Wall St. Rank held Piper Sandler as of Q1 2026.

Based on Spire Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.