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 Q3	$648	Hold	167	–	–	﹤0.01%	2164
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return

Mariner Investment Group Harrison, New York $587M AUM 3.44% 1-Year Est. Return

Tran Capital Management San Rafael, California $873M AUM 51.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PVG Asset Management Golden, Colorado $147M AUM 52.72% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Spire Wealth Management's RWT Position: Q3 2026 in Review

Spire Wealth Management held its Redwood Trust (RWT) position steady in Q3 2026 at 167 shares worth $648. The position accounts for ﹤0.01% of the portfolio, ranked #2164.

Spire Wealth Management first reported a position in RWT in Q1 2021 and has held it in 10 quarters since. The position peaked at $8K in Q4 2021. 83 funds tracked by Wall St. Rank hold RWT as of Q3 2026.

Spire Wealth Management held 167 shares of Redwood Trust worth $648 as of Q3 2026.
Spire Wealth Management left its Redwood Trust share count unchanged in Q3 2026.
Redwood Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2164 holding.
Spire Wealth Management first reported a position in Redwood Trust in Q1 2021 and has held it in 10 quarters since.
Spire Wealth Management's Redwood Trust position peaked at $8K in Q4 2021.
83 funds tracked by Wall St. Rank held Redwood Trust as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.