SWM
SIVB

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 – 2507
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

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
SAI
Systematic Alpha Investments Princeton, New Jersey $3.72B AUM 46.33% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $405M AUM 27.41% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.96B AUM 48.96% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return
BCWM
Bartlett & Co Wealth Management Cincinnati, Ohio $7.99B AUM 20.76% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

Spire Wealth Management's SIVB Position: Q3 2023 in Review

Spire Wealth Management sold out of SVB Financial Group (SIVB) in Q3 2023, closing a stake of 1,712 shares — an estimated $890 sold.

Spire Wealth Management first reported a position in SIVB in Q1 2021 and held it in 10 quarters. The position peaked at $13.8M in Q4 2021. 17 funds tracked by Wall St. Rank hold SIVB as of Q3 2023.

  • Spire Wealth Management reported no remaining SVB Financial Group position as of Q3 2023 after selling out during the quarter.
  • Spire Wealth Management sold 1,712 SVB Financial Group shares in Q3 2023, an estimated $890.
  • Spire Wealth Management first reported a position in SVB Financial Group in Q1 2021 and held it in 10 quarters.
  • Spire Wealth Management's SVB Financial Group position peaked at $13.8M in Q4 2021.
  • 17 funds tracked by Wall St. Rank held SVB Financial Group as of Q3 2023.

Based on Spire Wealth Management's 13F filing for Q3 2023, filed 8 Nov 2023.