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Spire Wealth Management’s RB Global RBA Stock Holding History

Spire Wealth Management’s Portfolio RBA Stock Details RBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$677 Sell
7
-1
-13% -$106 ﹤0.01% 2203
2025
Q4 		$827 Sell
8
-373
-98% -$37.9K ﹤0.01% 2218
2025
Q3 		$41.3K Buy
381
+349
+1,091% +$39.1K ﹤0.01% 1299
2025
Q2 		$3.4K Hold
32
– – ﹤0.01% 2052
2025
Q1 		$3.21K Sell
32
-12
-27% -$1.15K ﹤0.01% 2179
2024
Q4 		$3.97K Buy
+44
New +$3.94K ﹤0.01% 2106
2023
Q2 		– Sell
-154
Closed -$8.67K – 2509
2023
Q1 		$8.67K Hold
154
– – ﹤0.01% 1901
2022
Q4 		$9K Buy
154
+5
+3% +$291 ﹤0.01% 1670
2022
Q3 		$9K Sell
149
-15
-9% -$1.02K ﹤0.01% 1606
2022
Q2 		$11K Hold
164
– – ﹤0.01% 1891
2022
Q1 		$10K Sell
164
-2
-1% -$117 ﹤0.01% 2042
2021
Q4 		$10K Buy
166
+16
+11% +$1.07K ﹤0.01% 2392
2021
Q3 		$9K Hold
150
– – ﹤0.01% 2128
2021
Q2 		$9K Sell
150
-15
-9% -$923 ﹤0.01% 2165
2021
Q1 		$10K Buy
+165
New +$9.68K ﹤0.01% 2417

Other funds holding RBA

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return