Spire Wealth Management’s Select Medical SEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-205	Closed	-$3.42K	–	2539
2025 Q1	$3.42K	Buy	+205	New	+$3.77K	﹤0.01%	2155
2024 Q1	–	Sell	-58	Closed	-$830	–	2387
2023 Q4	$830	Buy	+58	New	+$732	﹤0.01%	2292
2023 Q1	–	Sell	-59	Closed	-$1K	–	2584
2022 Q4	$1K	Buy	+59	New	+$763	﹤0.01%	2245
2021 Q3	–	Sell	-497,349	Closed	-$11.3M	–	2636
2021 Q2	$11.3M	Buy	+497,349	New	+$10.3M	0.31%	92

Other funds holding SEM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

8KM

8 Knots Management Dallas, Texas $868M AUM 30.97% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Spire Wealth Management's SEM Position: Q2 2025 in Review

Spire Wealth Management sold out of Select Medical (SEM) in Q2 2025, closing a stake of 205 shares — an estimated $3.42K sold.

Spire Wealth Management first reported a position in SEM in Q2 2021 and held it in 4 quarters. The position peaked at $11.3M in Q2 2021. 262 funds tracked by Wall St. Rank hold SEM as of Q2 2025.

Spire Wealth Management reported no remaining Select Medical position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 205 Select Medical shares in Q2 2025, an estimated $3.42K.
Spire Wealth Management first reported a position in Select Medical in Q2 2021 and held it in 4 quarters.
Spire Wealth Management's Select Medical position peaked at $11.3M in Q2 2021.
262 funds tracked by Wall St. Rank held Select Medical as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.