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Spire Wealth Management’s SiriusXM SIRI Stock Holding History

Spire Wealth Management’s Portfolio SIRI Stock Details SIRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.5K Sell
863
-31
-3% -$833 ﹤0.01% 1376
2026
Q1 		$20.6K Sell
894
-1,209
-57% -$26K ﹤0.01% 1410
2025
Q4 		$42.1K Sell
2,103
-2,110
-50% -$45.4K ﹤0.01% 1239
2025
Q3 		$98.1K Buy
4,213
+400
+10% +$9.25K ﹤0.01% 996
2025
Q2 		$87.6K Sell
3,813
-264
-6% -$5.68K ﹤0.01% 1023
2025
Q1 		$91.9K Buy
4,077
+461
+13% +$10.9K ﹤0.01% 1063
2024
Q4 		$82.4K Buy
+3,616
New +$92.2K ﹤0.01% 1100
2024
Q3 		– Sell
-929
Closed -$26.3K – 2256
2024
Q2 		$26.3K Sell
929
-19
-2% -$568 ﹤0.01% 1347
2024
Q1 		$36.8K Hold
948
– – ﹤0.01% 1314
2023
Q4 		$51.4K Hold
948
– – ﹤0.01% 1194
2023
Q3 		$42.8K Hold
948
– – ﹤0.01% 1219
2023
Q2 		$42.9K Buy
948
+12
+1% +$453 ﹤0.01% 1259
2023
Q1 		$37.1K Buy
936
+250
+36% +$12K ﹤0.01% 1333
2022
Q4 		$40K Hold
686
– – ﹤0.01% 1064
2022
Q3 		$39K Sell
686
-496
-42% -$31.2K ﹤0.01% 1047
2022
Q2 		$72K Hold
1,182
– – ﹤0.01% 1159
2022
Q1 		$78K Sell
1,182
-126
-10% -$7.93K ﹤0.01% 1268
2021
Q4 		$83K Buy
1,308
+76
+6% +$4.75K ﹤0.01% 1491
2021
Q3 		$75K Buy
1,232
+10
+0.8% +$629 ﹤0.01% 1310
2021
Q2 		$80K Buy
1,222
+60
+5% +$3.76K ﹤0.01% 1285
2021
Q1 		$71K Buy
+1,162
New +$70.8K ﹤0.01% 1553

Other funds holding SIRI

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
KCMH
Kontiki Capital Management (HK) Hong Kong $1.52B AUM 10.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCM
Check Capital Management Costa Mesa, California $7.52B AUM 15.3% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

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

Spire Wealth Management reduced its SiriusXM (SIRI) stake by 3.5% in Q2 2026, selling an estimated $833 and leaving 863 shares worth $25.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1376.

Spire Wealth Management first reported a position in SIRI in Q1 2021 and has held it in 21 quarters since. The position peaked at $98.1K in Q3 2025. 598 funds tracked by Wall St. Rank hold SIRI as of Q2 2026.

  • Spire Wealth Management held 863 shares of SiriusXM worth $25.5K as of Q2 2026.
  • Spire Wealth Management sold 31 SiriusXM shares in Q2 2026, an estimated $833.
  • SiriusXM made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1376 holding.
  • Spire Wealth Management first reported a position in SiriusXM in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's SiriusXM position peaked at $98.1K in Q3 2025.
  • 598 funds tracked by Wall St. Rank held SiriusXM as of Q2 2026.

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