Spire Wealth Management’s SEI Investments SEIC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$14.8K	Hold	188	–	–	﹤0.01%	1512
2025 Q4	$15.4K	Hold	188	–	–	﹤0.01%	1573
2025 Q3	$16K	Hold	188	–	–	﹤0.01%	1598
2025 Q2	$16.9K	Hold	188	–	–	﹤0.01%	1571
2025 Q1	$14.6K	Sell	188 -1	-0.5%	-$80	﹤0.01%	1716
2024 Q4	$15.6K	Buy	189 +1	+0.5%	+$78	﹤0.01%	1700
2024 Q3	$13K	Hold	188	–	–	﹤0.01%	1567
2024 Q2	$12.2K	Hold	188	–	–	﹤0.01%	1588
2024 Q1	$13.5K	Hold	188	–	–	﹤0.01%	1623
2023 Q4	$11.9K	Hold	188	–	–	﹤0.01%	1703
2023 Q3	$11.3K	Sell	188 -382	-67%	-$23.5K	﹤0.01%	1693
2023 Q2	$34K	Sell	570 -64	-10%	-$3.72K	﹤0.01%	1366
2023 Q1	$36.5K	Hold	634	–	–	﹤0.01%	1343
2022 Q4	$37K	Hold	634	–	–	﹤0.01%	1101
2022 Q3	$31K	Buy	634 +18	+3%	+$983	﹤0.01%	1143
2022 Q2	$33K	Buy	616 +12	+2%	+$675	﹤0.01%	1471
2022 Q1	$36K	Hold	604	–	–	﹤0.01%	1577
2021 Q4	$37K	Hold	604	–	–	﹤0.01%	1865
2021 Q3	$36K	Hold	604	–	–	﹤0.01%	1612
2021 Q2	$37K	Hold	604	–	–	﹤0.01%	1613
2021 Q1	$37K	Buy	+604	New	+$35.4K	﹤0.01%	1879