Spire Wealth Management’s Western Asset Intermediate Muni Fund SBI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-330	Closed	-$2.53K	–	2358
2026 Q1	$2.53K	Hold	330	–	–	﹤0.01%	1997
2025 Q4	$2.53K	Hold	330	–	–	﹤0.01%	2053
2025 Q3	$2.61K	Hold	330	–	–	﹤0.01%	2109
2025 Q2	$2.48K	Hold	330	–	–	﹤0.01%	2133
2025 Q1	$2.57K	Hold	330	–	–	﹤0.01%	2223
2024 Q4	$2.55K	Hold	330	–	–	﹤0.01%	2198
2024 Q3	$2.71K	Hold	330	–	–	﹤0.01%	1939
2024 Q2	$2.59K	Hold	330	–	–	﹤0.01%	1964
2024 Q1	$2.61K	Hold	330	–	–	﹤0.01%	2045
2023 Q4	$2.54K	Hold	330	–	–	﹤0.01%	2097
2023 Q3	$2.36K	Hold	330	–	–	﹤0.01%	2103
2023 Q2	$2.52K	Hold	330	–	–	﹤0.01%	2160
2023 Q1	$2.61K	Hold	330	–	–	﹤0.01%	2204
2022 Q4	$3K	Hold	330	–	–	﹤0.01%	1990
2022 Q3	$2K	Hold	330	–	–	﹤0.01%	1990
2022 Q2	$3K	Hold	330	–	–	﹤0.01%	2294
2022 Q1	$3K	Hold	330	–	–	﹤0.01%	2346
2021 Q4	$3K	Hold	330	–	–	﹤0.01%	2716
2021 Q3	$3K	Hold	330	–	–	﹤0.01%	2414
2021 Q2	$3K	Hold	330	–	–	﹤0.01%	2434
2021 Q1	$3K	Buy	+330	New	+$3.05K	﹤0.01%	2770

Other funds holding SBI

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

RCM

Robinson Capital Management Grosse Pointe Farms, Michigan $226M AUM 6.92% 1-Year Est. Return

Whitebox Advisors Minneapolis, Minnesota $7.65B AUM 13.87% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spire Wealth Management's SBI Position: Q2 2026 in Review

Spire Wealth Management sold out of Western Asset Intermediate Muni Fund (SBI) in Q2 2026, closing a stake of 330 shares — an estimated $2.53K sold.

Spire Wealth Management first reported a position in SBI in Q1 2021 and held it in 21 quarters. The position peaked at $3K in Q4 2022. 59 funds tracked by Wall St. Rank hold SBI as of Q2 2026.

Spire Wealth Management reported no remaining Western Asset Intermediate Muni Fund position as of Q2 2026 after selling out during the quarter.
Spire Wealth Management sold 330 Western Asset Intermediate Muni Fund shares in Q2 2026, an estimated $2.53K.
Spire Wealth Management first reported a position in Western Asset Intermediate Muni Fund in Q1 2021 and held it in 21 quarters.
Spire Wealth Management's Western Asset Intermediate Muni Fund position peaked at $3K in Q4 2022.
59 funds tracked by Wall St. Rank held Western Asset Intermediate Muni Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.