Spire Wealth Management
SAN icon

Spire Wealth Management’s Banco Santander SAN Stock Holding History

Spire Wealth Management’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$35.3K Hold
2,556
– – ﹤0.01% 1238
2026
Q2 		$35.3K Buy
2,556
+21
+0.8% +$260 ﹤0.01% 1270
2026
Q1 		$28.6K Sell
2,535
-114
-4% -$1.36K ﹤0.01% 1322
2025
Q4 		$31.1K Sell
2,649
-14
-0.5% -$149 ﹤0.01% 1327
2025
Q3 		$27.9K Hold
2,663
– – ﹤0.01% 1413
2025
Q2 		$22.1K Buy
2,663
+29
+1% +$216 ﹤0.01% 1483
2025
Q1 		$17.6K Sell
2,634
-79
-3% -$462 ﹤0.01% 1647
2024
Q4 		$12.4K Buy
2,713
+89
+3% +$428 ﹤0.01% 1788
2024
Q3 		$13.4K Sell
2,624
-3,155
-55% -$15.2K ﹤0.01% 1557
2024
Q2 		$26.8K Buy
5,779
+323
+6% +$1.59K ﹤0.01% 1334
2024
Q1 		$26.4K Hold
5,456
– – ﹤0.01% 1423
2023
Q4 		$21.9K Buy
5,456
+35
+0.6% +$137 ﹤0.01% 1500
2023
Q3 		$20.4K Hold
5,421
– – ﹤0.01% 1495
2023
Q2 		$20.1K Buy
5,421
+29
+0.5% +$102 ﹤0.01% 1587
2023
Q1 		$19.9K Buy
5,392
+2,210
+69% +$7.87K ﹤0.01% 1620
2022
Q4 		$9K Hold
3,182
– – ﹤0.01% 1674
2022
Q3 		$7K Sell
3,182
-810
-20% -$2.03K ﹤0.01% 1670
2022
Q2 		$11K Sell
3,992
-1,363
-25% -$4.16K ﹤0.01% 1893
2022
Q1 		$18K Sell
5,355
-1,101
-17% -$3.86K ﹤0.01% 1856
2021
Q4 		$21K Buy
6,456
+1,125
+21% +$3.95K ﹤0.01% 2101
2021
Q3 		$19K Hold
5,331
– – ﹤0.01% 1880
2021
Q2 		$21K Sell
5,331
-5,042
-49% -$19.6K ﹤0.01% 1853
2021
Q1 		$36K Buy
+10,373
New +$35.2K ﹤0.01% 1891

Other funds holding SAN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Mondrian Investment Partners
Mondrian Investment Partners London, United Kingdom $5.39B AUM 14.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Todd Asset Management
Todd Asset Management Louisville, Kentucky $5.51B AUM 33.77% 1-Year Est. Return
Teachers Retirement System of the State of Kentucky
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $14.7B AUM 33.6% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return

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

Spire Wealth Management held its Banco Santander (SAN) position steady in Q3 2026 at 2,556 shares worth $35.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1238.

Spire Wealth Management first reported a position in SAN in Q1 2021 and has held it in 23 quarters since. The position peaked at $36K in Q1 2021. 498 funds tracked by Wall St. Rank hold SAN as of Q3 2026.

  • Spire Wealth Management held 2,556 shares of Banco Santander worth $35.3K as of Q3 2026.
  • Spire Wealth Management left its Banco Santander share count unchanged in Q3 2026.
  • Banco Santander made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1238 holding.
  • Spire Wealth Management first reported a position in Banco Santander in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Banco Santander position peaked at $36K in Q1 2021.
  • 498 funds tracked by Wall St. Rank held Banco Santander as of Q3 2026.

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