SWM
RUM icon

Spire Wealth Management’s RUM Group Inc RUM Stock Holding History

Spire Wealth Management’s Portfolio RUM Stock Details RUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-600
Closed -$5.39K – 2465
2025
Q2 		$5.39K Sell
600
-500
-45% -$4.28K ﹤0.01% 1921
2025
Q1 		$7.78K Sell
1,100
-11,102
-91% -$116K ﹤0.01% 1918
2024
Q4 		$159K Buy
+12,202
New +$86.8K ﹤0.01% 888

Other funds holding RUM

CF
Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Spire Wealth Management's RUM Position: Q3 2025 in Review

Spire Wealth Management sold out of RUM Group Inc (RUM) in Q3 2025, closing a stake of 600 shares — an estimated $5.39K sold.

Spire Wealth Management first reported a position in RUM in Q4 2024 and held it in 3 quarters. The position peaked at $159K in Q4 2024. 220 funds tracked by Wall St. Rank hold RUM as of Q3 2025.

  • Spire Wealth Management reported no remaining RUM Group Inc position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 600 RUM Group Inc shares in Q3 2025, an estimated $5.39K.
  • Spire Wealth Management first reported a position in RUM Group Inc in Q4 2024 and held it in 3 quarters.
  • Spire Wealth Management's RUM Group Inc position peaked at $159K in Q4 2024.
  • 220 funds tracked by Wall St. Rank held RUM Group Inc as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.