Spire Wealth Management’s Sweetgreen SG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$16.1K	Hold	1,833	–	–	﹤0.01%	1512
2026 Q1	$9.51K	Hold	1,833	–	–	﹤0.01%	1632
2025 Q4	$12.4K	Hold	1,833	–	–	﹤0.01%	1644
2025 Q3	$14.6K	Hold	1,833	–	–	﹤0.01%	1624
2025 Q2	$27.3K	Sell	1,833 -150	-8%	-$2.47K	﹤0.01%	1403
2025 Q1	$49.6K	Buy	1,983 +635	+47%	+$17.5K	﹤0.01%	1285
2024 Q4	$43.2K	Buy	1,348 +60	+5%	+$2.23K	﹤0.01%	1331
2024 Q3	$45.7K	Buy	+1,288	New	+$39.1K	﹤0.01%	1158
2024 Q2	–	Sell	-250	Closed	-$6.32K	–	2374
2024 Q1	$6.32K	Sell	250 -60	-19%	-$874	﹤0.01%	1873
2023 Q4	$3.29K	Buy	310 +100	+48%	+$1.05K	﹤0.01%	2054
2023 Q3	$2.47K	Hold	210	–	–	﹤0.01%	2088
2023 Q2	$2.69K	Sell	210 -100	-32%	-$925	﹤0.01%	2142
2023 Q1	$2.43K	Buy	310 +210	+210%	+$1.85K	﹤0.01%	2222
2022 Q4	$1K	Hold	100	–	–	﹤0.01%	2247
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	1993
2022 Q2	$1K	Buy	+100	New	+$2.11K	﹤0.01%	2572

Other funds holding SG

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

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

WCM

Woodson Capital Management Greenwich, Connecticut $597M AUM 48.9% 1-Year Est. Return

Greenhouse Funds Baltimore, Maryland $1.96B AUM 36.47% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

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

Spire Wealth Management held its Sweetgreen (SG) position steady in Q2 2026 at 1,833 shares worth $16.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Spire Wealth Management first reported a position in SG in Q2 2022 and has held it in 16 quarters since. The position peaked at $49.6K in Q1 2025. 235 funds tracked by Wall St. Rank hold SG as of Q2 2026.

Spire Wealth Management held 1,833 shares of Sweetgreen worth $16.1K as of Q2 2026.
Spire Wealth Management left its Sweetgreen share count unchanged in Q2 2026.
Sweetgreen made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1512 holding.
Spire Wealth Management first reported a position in Sweetgreen in Q2 2022 and has held it in 16 quarters since.
Spire Wealth Management's Sweetgreen position peaked at $49.6K in Q1 2025.
235 funds tracked by Wall St. Rank held Sweetgreen as of Q2 2026.

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