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SWM
Spire Wealth Management’s
SiteOne Landscape Supply
SITE
Stock Holding History
Spire Wealth Management’s Portfolio
SITE Stock Details
SITE Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-27
Closed
-$3.48K
–
2464
2025
Q3
$3.48K
Hold
27
–
–
﹤0.01%
2048
2025
Q2
$3.27K
Hold
27
–
–
﹤0.01%
2063
2025
Q1
$3.28K
Sell
27
-15
-36%
-$1.99K
﹤0.01%
2171
2024
Q4
$5.53K
Buy
42
+15
+56%
+$2.16K
﹤0.01%
2014
2024
Q3
$4.08K
Sell
27
-14
-34%
-$1.92K
﹤0.01%
1862
2024
Q2
$4.98K
Sell
41
-4
-9%
-$605
﹤0.01%
1828
2024
Q1
$7.86K
Hold
45
–
–
﹤0.01%
1784
2023
Q4
$7.18K
Hold
45
–
–
﹤0.01%
1847
2023
Q3
$7.36K
Hold
45
–
–
﹤0.01%
1829
2023
Q2
$7.53K
Sell
45
-17
-27%
-$2.51K
﹤0.01%
1894
2023
Q1
$8.49K
Buy
62
+26
+72%
+$3.66K
﹤0.01%
1906
2022
Q4
$4K
Hold
36
–
–
﹤0.01%
1920
2022
Q3
$4K
Sell
36
-62
-63%
-$7.76K
﹤0.01%
1818
2022
Q2
$12K
Sell
98
-300
-75%
-$40.3K
﹤0.01%
1863
2022
Q1
$64K
Sell
398
-258
-39%
-$46.9K
﹤0.01%
1348
2021
Q4
$159K
Buy
656
+119
+22%
+$27.5K
﹤0.01%
1200
2021
Q3
$107K
Buy
537
+26
+5%
+$4.91K
﹤0.01%
1172
2021
Q2
$86K
Sell
511
-230
-31%
-$40.2K
﹤0.01%
1243
2021
Q1
$128K
Buy
+741
New
+$123K
﹤0.01%
1284
Other funds holding SITE
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Los Angeles, California
$34B AUM
6.31%
1-Year Est. Return
WA
Wasatch Advisors
Salt Lake City, Utah
$15.3B AUM
25.06%
1-Year Est. Return
BAMCO Inc
New York
$33.1B AUM
11.16%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
5NCM
59 North Capital Management
Houston, Texas
$3.35B AUM
22.14%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
CCA
Conestoga Capital Advisors
Wayne, Pennsylvania
$5.01B AUM
6.26%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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