Spire Wealth Management’s SEI Investments SEIC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$8.95K	Sell	102 -86	-46%	-$7.5K	﹤0.01%	1681
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

Other funds holding SEIC

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

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Spire Wealth Management reduced its SEI Investments (SEIC) stake by 46% in Q2 2026, selling an estimated $7.5K and leaving 102 shares worth $8.95K. The position accounts for ﹤0.01% of the portfolio, ranked #1681.

Spire Wealth Management first reported a position in SEIC in Q1 2021 and has held it in 22 quarters since. The position peaked at $37K in Q4 2022. 572 funds tracked by Wall St. Rank hold SEIC as of Q2 2026.

Spire Wealth Management held 102 shares of SEI Investments worth $8.95K as of Q2 2026.
Spire Wealth Management sold 86 SEI Investments shares in Q2 2026, an estimated $7.5K.
SEI Investments made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1681 holding.
Spire Wealth Management first reported a position in SEI Investments in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's SEI Investments position peaked at $37K in Q4 2022.
572 funds tracked by Wall St. Rank held SEI Investments as of Q2 2026.

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