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Spire Wealth Management’s Safety Insurance SAFT Stock Holding History

Spire Wealth Management’s Portfolio SAFT Stock Details SAFT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-11
Closed -$906 – 2566
2024
Q4 		$906 Hold
11
– – ﹤0.01% 2385
2024
Q3 		$900 Buy
+11
New +$905 ﹤0.01% 2108
2023
Q1 		– Sell
-16
Closed -$1K – 2579
2022
Q4 		$1K Buy
+16
New +$1.36K ﹤0.01% 2241

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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TCM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Spire Wealth Management's SAFT Position: Q1 2025 in Review

Spire Wealth Management sold out of Safety Insurance (SAFT) in Q1 2025, closing a stake of 11 shares — an estimated $906 sold.

Spire Wealth Management first reported a position in SAFT in Q4 2022 and held it in 3 quarters. The position peaked at $1K in Q4 2022. 199 funds tracked by Wall St. Rank hold SAFT as of Q1 2025.

  • Spire Wealth Management reported no remaining Safety Insurance position as of Q1 2025 after selling out during the quarter.
  • Spire Wealth Management sold 11 Safety Insurance shares in Q1 2025, an estimated $906.
  • Spire Wealth Management first reported a position in Safety Insurance in Q4 2022 and held it in 3 quarters.
  • Spire Wealth Management's Safety Insurance position peaked at $1K in Q4 2022.
  • 199 funds tracked by Wall St. Rank held Safety Insurance as of Q1 2025.

Based on Spire Wealth Management's 13F filing for Q1 2025, filed 23 Apr 2025.