Spire Wealth Management’s Boston Beer SAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$691	Hold	3	–	–	﹤0.01%	2200
2025 Q4	$585	Buy	+3	New	+$619	﹤0.01%	2267
2025 Q3	–	Sell	-101	Closed	-$19.3K	–	2468
2025 Q2	$19.3K	Buy	+101	New	+$23.2K	﹤0.01%	1529
2023 Q2	–	Sell	-4	Closed	-$1.31K	–	2517
2023 Q1	$1.31K	Sell	4 -3	-43%	-$1.03K	﹤0.01%	2352
2022 Q4	$2K	Buy	+7	New	+$2.54K	﹤0.01%	2096
2022 Q2	–	Sell	-208	Closed	-$81K	–	2815
2022 Q1	$81K	Hold	208	–	–	﹤0.01%	1250
2021 Q4	$105K	Sell	208 -238	-53%	-$119K	﹤0.01%	1384
2021 Q3	$227K	Buy	446 +120	+37%	+$81.6K	0.01%	870
2021 Q2	$333K	Buy	326 +200	+159%	+$224K	0.01%	735
2021 Q1	$152K	Buy	+126	New	+$132K	﹤0.01%	1187

Other funds holding SAM

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

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Arrowstreet Capital

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return