SWM
SGI

Spire Wealth Management’s Somnigroup International SGI Stock Holding History

Spire Wealth Management’s Portfolio SGI Stock Details SGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11
Closed -$954 – 2434
2025
Q4 		$954 Buy
+11
New +$961 ﹤0.01% 2201
2022
Q4 		– Sell
-92
Closed -$2K – 2419
2022
Q3 		$2K Sell
92
-900
-91% -$23.3K ﹤0.01% 2015
2022
Q2 		$21K Buy
+992
New +$25.6K ﹤0.01% 1662
2022
Q1 		– Sell
-3,019
Closed -$142K – 2929
2021
Q4 		$142K Buy
3,019
+19
+0.6% +$861 ﹤0.01% 1256
2021
Q3 		$139K Buy
3,000
+2,870
+2,208% +$125K ﹤0.01% 1065
2021
Q2 		$5K Sell
130
-55
-30% -$2.11K ﹤0.01% 2331
2021
Q1 		$7K Buy
+185
New +$5.99K ﹤0.01% 2546

Other funds holding SGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LP
Linonia Partnership New York $5.38B AUM 20.54% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BW
Browning West Los Angeles, California $1.62B AUM 22.28% 1-Year Est. Return
ACM
Abrams Capital Management Boston, Massachusetts $4.64B AUM 1.52% 1-Year Est. Return