Spire Wealth Management’s SVB Financial Group SIVB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,712	Closed	-$890	–	2508
2023 Q2	$890	Sell	1,712 -183	-10%	-$95	﹤0.01%	2321
2023 Q1	$1.72K	Buy	1,895 +1,786	+1,639%	+$501K	﹤0.01%	2292
2022 Q4	$25K	Sell	109 -39	-26%	-$9.69K	﹤0.01%	1287
2022 Q3	$50K	Sell	148 -70	-32%	-$28.2K	﹤0.01%	950
2022 Q2	$86K	Sell	218 -17,561	-99%	-$8.27M	﹤0.01%	1089
2022 Q1	$9.96M	Sell	17,779 -2,543	-13%	-$1.54M	0.27%	99
2021 Q4	$13.8M	Buy	20,322 +2,011	+11%	+$1.42M	0.31%	93
2021 Q3	$11.9M	Buy	18,311 +710	+4%	+$412K	0.31%	90
2021 Q2	$9.8M	Buy	17,601 +744	+4%	+$413K	0.27%	108
2021 Q1	$8.3M	Buy	+16,857	New	+$8.29M	0.22%	117

Other funds holding SIVB

SVB Wealth Boston, Massachusetts $1.52B AUM 21.38% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.11B AUM 27.11% 1-Year Est. Return

Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return

Systematic Alpha Investments Princeton, New Jersey $2.84B AUM 27.03% 1-Year Est. Return

Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Bartlett & Co Wealth Management Cincinnati, Ohio $7.82B AUM 15.4% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return