SWM
RWT

Spire Wealth Management’s Redwood Trust RWT Stock Holding History

Spire Wealth Management’s Portfolio RWT Stock Details RWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$792 Hold
167
– – ﹤0.01% 2163
2026
Q1 		$937 Hold
167
– – ﹤0.01% 2159
2025
Q4 		$924 Buy
+167
New +$918 ﹤0.01% 2206
2022
Q3 		– Sell
-669
Closed -$5K – 2532
2022
Q2 		$5K Buy
669
+34
+5% +$313 ﹤0.01% 2147
2022
Q1 		$7K Hold
635
– – ﹤0.01% 2162
2021
Q4 		$8K Hold
635
– – ﹤0.01% 2459
2021
Q3 		$8K Hold
635
– – ﹤0.01% 2169
2021
Q2 		$8K Hold
635
– – ﹤0.01% 2208
2021
Q1 		$7K Buy
+635
New +$6.1K ﹤0.01% 2541

Other funds holding RWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Spire Wealth Management's RWT Position: Q2 2026 in Review

Spire Wealth Management held its Redwood Trust (RWT) position steady in Q2 2026 at 167 shares worth $792. The position accounts for ﹤0.01% of the portfolio, ranked #2163.

Spire Wealth Management first reported a position in RWT in Q1 2021 and has held it in 9 quarters since. The position peaked at $8K in Q4 2021. 228 funds tracked by Wall St. Rank hold RWT as of Q2 2026.

  • Spire Wealth Management held 167 shares of Redwood Trust worth $792 as of Q2 2026.
  • Spire Wealth Management left its Redwood Trust share count unchanged in Q2 2026.
  • Redwood Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2163 holding.
  • Spire Wealth Management first reported a position in Redwood Trust in Q1 2021 and has held it in 9 quarters since.
  • Spire Wealth Management's Redwood Trust position peaked at $8K in Q4 2021.
  • 228 funds tracked by Wall St. Rank held Redwood Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.