SWM
PPLI

Spire Wealth Management’s People Inc PPLI Stock Holding History

Spire Wealth Management’s Portfolio PPLI Stock Details PPLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-446
Closed -$17.4K – 2333
2025
Q4 		$17.4K Sell
446
-38
-8% -$1.33K ﹤0.01% 1531
2025
Q3 		$16.5K Buy
484
+236
+95% +$8.81K ﹤0.01% 1585
2025
Q2 		$9.26K Sell
248
-286
-54% -$10.3K ﹤0.01% 1745
2025
Q1 		$20.1K Sell
534
-601
-53% -$21.9K ﹤0.01% 1608
2024
Q4 		$40.2K Hold
1,135
– – ﹤0.01% 1362
2024
Q3 		$50.1K Sell
1,135
-191
-14% -$7.96K ﹤0.01% 1132
2024
Q2 		$51K Buy
1,326
+1,049
+379% +$43.3K ﹤0.01% 1114
2024
Q1 		$12.1K Sell
277
-1,678
-86% -$72.4K ﹤0.01% 1659
2023
Q4 		$81K Sell
1,955
-10
-0.5% -$392 ﹤0.01% 1054
2023
Q3 		$81.2K Buy
1,965
+369
+23% +$17.9K ﹤0.01% 1013
2023
Q2 		$82.2K Buy
1,596
+549
+52% +$25.1K ﹤0.01% 1030
2023
Q1 		$44.3K Buy
1,047
+752
+255% +$32.2K ﹤0.01% 1249
2022
Q4 		$11K Buy
295
+212
+255% +$8.39K ﹤0.01% 1576
2022
Q3 		$4K Sell
83
-7,053
-99% -$397K ﹤0.01% 1792
2022
Q2 		$445K Buy
+7,136
New +$503K 0.02% 509
2021
Q2 		– Sell
-2,572
Closed -$307K – 2750
2021
Q1 		$307K Buy
+2,572
New +$319K 0.01% 851

Other funds holding PPLI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AC
Aristeia Capital Greenwich, Connecticut $4.82B AUM 24.94% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HI
Helikon Investments London, United Kingdom $2.65B AUM 79.03% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
PCM
Patient Capital Management Baltimore, Maryland $2.74B AUM 43.59% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Spire Wealth Management sold out of People Inc (PPLI) in Q1 2026, closing a stake of 446 shares — an estimated $17.4K sold.

Spire Wealth Management first reported a position in PPLI in Q1 2021 and held it in 16 quarters. The position peaked at $445K in Q2 2022. 334 funds tracked by Wall St. Rank hold PPLI as of Q1 2026.

  • Spire Wealth Management reported no remaining People Inc position as of Q1 2026 after selling out during the quarter.
  • Spire Wealth Management sold 446 People Inc shares in Q1 2026, an estimated $17.4K.
  • Spire Wealth Management first reported a position in People Inc in Q1 2021 and held it in 16 quarters.
  • Spire Wealth Management's People Inc position peaked at $445K in Q2 2022.
  • 334 funds tracked by Wall St. Rank held People Inc as of Q1 2026.

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