SWM
SAFE

Spire Wealth Management’s Safehold SAFE Stock Holding History

Spire Wealth Management’s Portfolio SAFE Stock Details SAFE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-36
Closed -$560 – 2467
2025
Q2 		$560 Buy
+36
New +$559 ﹤0.01% 2360
2023
Q1 		– Sell
-205
Closed -$10K – 2580
2022
Q4 		$10K Sell
205
-58
-22% -$2.79K ﹤0.01% 1621
2022
Q3 		$12K Sell
263
-54
-17% -$3.75K ﹤0.01% 1516
2022
Q2 		$21K Sell
317
-318
-50% -$26.8K ﹤0.01% 1655
2022
Q1 		$72K Sell
635
-72
-10% -$8.42K ﹤0.01% 1303
2021
Q4 		$89K Hold
707
– – ﹤0.01% 1450
2021
Q3 		$86K Hold
707
– – ﹤0.01% 1246
2021
Q2 		$71K Hold
707
– – ﹤0.01% 1337
2021
Q1 		$61K Buy
+707
New +$56.7K ﹤0.01% 1627

Other funds holding SAFE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
MSD Capital New York $87.3M AUM 21.75% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Spire Wealth Management sold out of Safehold (SAFE) in Q3 2025, closing a stake of 36 shares — an estimated $560 sold.

Spire Wealth Management first reported a position in SAFE in Q1 2021 and held it in 9 quarters. The position peaked at $89K in Q4 2021. 201 funds tracked by Wall St. Rank hold SAFE as of Q3 2025.

  • Spire Wealth Management reported no remaining Safehold position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 36 Safehold shares in Q3 2025, an estimated $560.
  • Spire Wealth Management first reported a position in Safehold in Q1 2021 and held it in 9 quarters.
  • Spire Wealth Management's Safehold position peaked at $89K in Q4 2021.
  • 201 funds tracked by Wall St. Rank held Safehold as of Q3 2025.

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