SWM
POOL icon

Spire Wealth Management’s Pool Corp POOL Stock Holding History

Spire Wealth Management’s Portfolio POOL Stock Details POOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$6.66K Hold
31
– – ﹤0.01% 1766
2026
Q1 		$6.27K Sell
31
-4
-11% -$943 ﹤0.01% 1774
2025
Q4 		$8.07K Sell
35
-31
-47% -$8.06K ﹤0.01% 1778
2025
Q3 		$20.5K Hold
66
– – ﹤0.01% 1525
2025
Q2 		$19.2K Sell
66
-73
-53% -$22.1K ﹤0.01% 1530
2025
Q1 		$44.3K Sell
139
-16
-10% -$5.43K ﹤0.01% 1325
2024
Q4 		$52.8K Sell
155
-29
-16% -$10.6K ﹤0.01% 1260
2024
Q3 		$69.4K Sell
184
-15
-8% -$5.19K ﹤0.01% 1036
2024
Q2 		$61.2K Sell
199
-2
-1% -$724 ﹤0.01% 1049
2024
Q1 		$81.1K Sell
201
-4
-2% -$1.56K ﹤0.01% 1053
2023
Q4 		$79.3K Buy
205
+7
+4% +$2.45K ﹤0.01% 1060
2023
Q3 		$70.5K Sell
198
-72
-27% -$26.2K ﹤0.01% 1052
2023
Q2 		$101K Buy
270
+15
+6% +$5.13K ﹤0.01% 964
2023
Q1 		$97.3K Buy
255
+118
+86% +$41.9K ﹤0.01% 981
2022
Q4 		$41K Buy
137
+90
+191% +$28.5K ﹤0.01% 1059
2022
Q3 		$15K Sell
47
-136
-74% -$48.5K ﹤0.01% 1445
2022
Q2 		$64K Sell
183
-17,424
-99% -$6.91M ﹤0.01% 1195
2022
Q1 		$7.46M Sell
17,607
-749
-4% -$350K 0.2% 123
2021
Q4 		$10.4M Buy
18,356
+976
+6% +$512K 0.23% 117
2021
Q3 		$7.55M Buy
17,380
+17,292
+19,650% +$8.2M 0.2% 126
2021
Q2 		$40K Sell
88
-39
-31% -$16.4K ﹤0.01% 1580
2021
Q1 		$44K Buy
+127
New +$44.2K ﹤0.01% 1792

Other funds holding POOL

ERP
Eldred Rock Partners San Antonio, Texas $465M AUM 48.86% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
CPCPP
Canada Post Corporation Pension Plan Toronto, Canada $2.87B AUM 37.96% 1-Year Est. Return
CIG
Cullen Investment Group Lafayette, Louisiana $827M AUM 29.64% 1-Year Est. Return
TIM
Thompson Investment Management Madison, Wisconsin $872M AUM 35.59% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return