Spire Wealth Management’s Southern Copper SCCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.47M	Buy	8,539 +2,246	+36%	+$404K	0.04%	327
2026 Q1	$1.06M	Sell	6,293 -41,073	-87%	-$7.43M	0.04%	374
2025 Q4	$6.59M	Buy	47,366 +46,768	+7,821%	+$6.12M	0.22%	90
2025 Q3	$69.8K	Buy	598 +1	+0.2%	+$97	﹤0.01%	1122
2025 Q2	$57.6K	Buy	597 +257	+76%	+$22.4K	﹤0.01%	1151
2025 Q1	$30K	Sell	340 -217	-39%	-$19.3K	﹤0.01%	1476
2024 Q4	$47.5K	Buy	+557	New	+$55K	﹤0.01%	1308
2022 Q2	–	Sell	-2,286	Closed	-$159K	–	2816
2022 Q1	$159K	Sell	2,286 -30	-1%	-$1.9K	﹤0.01%	983
2021 Q4	$131K	Sell	2,316 -1,648	-42%	-$90.9K	﹤0.01%	1292
2021 Q3	$204K	Sell	3,964 -1,811	-31%	-$104K	0.01%	913
2021 Q2	$340K	Buy	5,775 +3,461	+150%	+$222K	0.01%	730
2021 Q1	$144K	Buy	+2,314	New	+$152K	﹤0.01%	1216

Other funds holding SCCO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Spire Wealth Management increased its Southern Copper (SCCO) stake by 36% in Q2 2026, buying an estimated $404K and bringing the position to 8,539 shares worth $1.47M. The position accounts for 0.04% of the portfolio, ranked #327.

Spire Wealth Management first reported a position in SCCO in Q1 2021 and has held it in 12 quarters since. The position peaked at $6.59M in Q4 2025. 862 funds tracked by Wall St. Rank hold SCCO as of Q2 2026.

Spire Wealth Management held 8,539 shares of Southern Copper worth $1.47M as of Q2 2026.
Spire Wealth Management bought 2,246 Southern Copper shares in Q2 2026, an estimated $404K.
Southern Copper made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #327 holding.
Spire Wealth Management first reported a position in Southern Copper in Q1 2021 and has held it in 12 quarters since.
Spire Wealth Management's Southern Copper position peaked at $6.59M in Q4 2025.
862 funds tracked by Wall St. Rank held Southern Copper as of Q2 2026.

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