Spire Wealth Management’s SFL Corp SFL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.15K	Hold	308	–	–	﹤0.01%	1912
2026 Q1	$3.33K	Hold	308	–	–	﹤0.01%	1932
2025 Q4	$2.41K	Hold	308	–	–	﹤0.01%	2059
2025 Q3	$2.32K	Hold	308	–	–	﹤0.01%	2130
2025 Q2	$2.57K	Hold	308	–	–	﹤0.01%	2124
2025 Q1	$2.53K	Hold	308	–	–	﹤0.01%	2230
2024 Q4	$3.15K	Hold	308	–	–	﹤0.01%	2149
2024 Q3	$3.57K	Sell	308 -24	-7%	-$287	﹤0.01%	1894
2024 Q2	$4.61K	Buy	332 +1	+0.3%	+$14	﹤0.01%	1846
2024 Q1	$4.37K	Hold	331	–	–	﹤0.01%	1960
2023 Q4	$4K	Buy	331 +1	+0.3%	+$11	﹤0.01%	2013
2023 Q3	$3.68K	Hold	330	–	–	﹤0.01%	2007
2023 Q2	$3.08K	Buy	330 +22	+7%	+$199	﹤0.01%	2116
2023 Q1	$2.93K	Buy	+308	New	+$3.04K	﹤0.01%	2171
2022 Q3	–	Sell	-2,631	Closed	-$25K	–	2544
2022 Q2	$25K	Hold	2,631	–	–	﹤0.01%	1578
2022 Q1	$27K	Hold	2,631	–	–	﹤0.01%	1686
2021 Q4	$21K	Hold	2,631	–	–	﹤0.01%	2103
2021 Q3	$22K	Sell	2,631 -3,000	-53%	-$22.7K	﹤0.01%	1821
2021 Q2	$43K	Buy	5,631 +2,995	+114%	+$24.5K	﹤0.01%	1538
2021 Q1	$21K	Buy	+2,636	New	+$19.5K	﹤0.01%	2133

Other funds holding SFL

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

RZH

Relyea Zuckerberg Hanson Stamford, Connecticut $1.2B AUM 28.45% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

KBFS

Kohmann Bosshard Financial Services Fairlawn, Ohio $1.18B AUM 16.34% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

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

Spire Wealth Management held its SFL Corp (SFL) position steady in Q2 2026 at 308 shares worth $3.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1912.

Spire Wealth Management first reported a position in SFL in Q1 2021 and has held it in 20 quarters since. The position peaked at $43K in Q2 2021. 16 funds tracked by Wall St. Rank hold SFL as of Q2 2026.

Spire Wealth Management held 308 shares of SFL Corp worth $3.15K as of Q2 2026.
Spire Wealth Management left its SFL Corp share count unchanged in Q2 2026.
SFL Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1912 holding.
Spire Wealth Management first reported a position in SFL Corp in Q1 2021 and has held it in 20 quarters since.
Spire Wealth Management's SFL Corp position peaked at $43K in Q2 2021.
16 funds tracked by Wall St. Rank held SFL Corp as of Q2 2026.

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