SWM
SBNY

Spire Wealth Management’s Signature Bank SBNY Stock Holding History

Spire Wealth Management’s Portfolio SBNY Stock Details SBNY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-49
Closed -$6K – 2637
2022
Q4 		$6K Buy
49
+2
+4% +$275 ﹤0.01% 1808
2022
Q3 		$7K Sell
47
-3
-6% -$545 ﹤0.01% 1679
2022
Q2 		$9K Hold
50
– – ﹤0.01% 1974
2022
Q1 		$15K Sell
50
-501
-91% -$163K ﹤0.01% 1913
2021
Q4 		$178K Buy
+551
New +$172K ﹤0.01% 1143
2021
Q2 		– Sell
-1,399
Closed -$307K – 3131
2021
Q1 		$307K Buy
+1,399
New +$276K 0.01% 852

Other funds holding SBNY

FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BBA
Baader Bank Aktiengesellschaft Unterschleissheim, Germany $1.28B AUM 38.1% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
PCA
PL Capital Advisors Naples, Florida $332M AUM 17.89% 1-Year Est. Return
FAF
Fjarde Ap-fonden Stockholm, Sweden $18.3B AUM 23.23% 1-Year Est. Return

Spire Wealth Management's SBNY Position: Q1 2023 in Review

Spire Wealth Management sold out of Signature Bank (SBNY) in Q1 2023, closing a stake of 49 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in SBNY in Q1 2021 and held it in 6 quarters. The position peaked at $307K in Q1 2021. 64 funds tracked by Wall St. Rank hold SBNY as of Q1 2023.

  • Spire Wealth Management reported no remaining Signature Bank position as of Q1 2023 after selling out during the quarter.
  • Spire Wealth Management sold 49 Signature Bank shares in Q1 2023, an estimated $6K.
  • Spire Wealth Management first reported a position in Signature Bank in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Signature Bank position peaked at $307K in Q1 2021.
  • 64 funds tracked by Wall St. Rank held Signature Bank as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.