Spire Wealth Management’s Saia SAIA Stock Holding History

Spire Wealth Management’s Portfolio SAIA Stock Details SAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-48	Closed	-$14.4K	–	2456
2025 Q3	$14.4K	Hold	48	–	–	﹤0.01%	1629
2025 Q2	$13.2K	Sell	48 -8	-14%	-$2.28K	﹤0.01%	1638
2025 Q1	$19.6K	Buy	56 +3	+6%	+$1.3K	﹤0.01%	1619
2024 Q4	$24.2K	Buy	53 +2	+4%	+$989	﹤0.01%	1555
2024 Q3	$22.3K	Sell	51 -12	-19%	-$5.08K	﹤0.01%	1410
2024 Q2	$29.9K	Hold	63	–	–	﹤0.01%	1288
2024 Q1	$36.9K	Hold	63	–	–	﹤0.01%	1313
2023 Q4	$28.4K	Sell	63 -5	-7%	-$2.02K	﹤0.01%	1410
2023 Q3	$27.1K	Sell	68 -1	-1%	-$403	﹤0.01%	1389
2023 Q2	$23.6K	Hold	69	–	–	﹤0.01%	1523
2023 Q1	$18.8K	Buy	+69	New	+$18.4K	﹤0.01%	1645
2022 Q2	–	Sell	-125	Closed	-$30K	–	2814
2022 Q1	$30K	Hold	125	–	–	﹤0.01%	1639
2021 Q4	$42K	Hold	125	–	–	﹤0.01%	1810
2021 Q3	$30K	Hold	125	–	–	﹤0.01%	1696
2021 Q2	$26K	Buy	+125	New	+$28.3K	﹤0.01%	1773

Other funds holding SAIA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Viking Global Investors

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return