SWM
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Spire Wealth Management’s Research Solutions RSSS Stock Holding History

Spire Wealth Management’s Portfolio RSSS Stock Details RSSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,374
Closed -$5.13K – 2451
2025
Q3 		$5.13K Sell
1,374
-1,076
-44% -$3.3K ﹤0.01% 1950
2025
Q2 		$7.03K Sell
2,450
-1,769
-42% -$4.85K ﹤0.01% 1837
2025
Q1 		$11K Sell
4,219
-5,349
-56% -$18.2K ﹤0.01% 1810
2024
Q4 		$39.7K Hold
9,568
– – ﹤0.01% 1368
2024
Q3 		$26.1K Sell
9,568
-2,124
-18% -$5.72K ﹤0.01% 1358
2024
Q2 		$29.8K Buy
+11,692
New +$33.2K ﹤0.01% 1290

Other funds holding RSSS

NIM
Needham Investment Management New York $1.96B AUM 101.23% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
TCM
Topline Capital Management Santa Monica, California $605M AUM 26.24% 1-Year Est. Return
PL
Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
SL
Sentinus LLC Oak Brook, Illinois $1.11B AUM 17.13% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Spire Wealth Management's RSSS Position: Q4 2025 in Review

Spire Wealth Management sold out of Research Solutions (RSSS) in Q4 2025, closing a stake of 1,374 shares — an estimated $5.13K sold.

Spire Wealth Management first reported a position in RSSS in Q2 2024 and held it in 6 quarters. The position peaked at $39.7K in Q4 2024. 40 funds tracked by Wall St. Rank hold RSSS as of Q4 2025.

  • Spire Wealth Management reported no remaining Research Solutions position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,374 Research Solutions shares in Q4 2025, an estimated $5.13K.
  • Spire Wealth Management first reported a position in Research Solutions in Q2 2024 and held it in 6 quarters.
  • Spire Wealth Management's Research Solutions position peaked at $39.7K in Q4 2024.
  • 40 funds tracked by Wall St. Rank held Research Solutions as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.