SWM
SG icon

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
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 – 2375
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

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WCM
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GF
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VCM
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return