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Spire Wealth Management’s Simulations Plus SLP Stock Holding History

Spire Wealth Management’s Portfolio SLP Stock Details SLP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-100
Closed -$1.75K – 2474
2025
Q2 		$1.75K Buy
+100
New +$2.81K ﹤0.01% 2200
2023
Q1 		– Sell
-15
Closed -$1K – 2586
2022
Q4 		$1K Buy
+15
New +$632 ﹤0.01% 2250
2022
Q1 		– Sell
-875
Closed -$41K – 2835
2021
Q4 		$41K Buy
+875
New +$41.3K ﹤0.01% 1817
2021
Q2 		– Sell
-875
Closed -$53K – 2923
2021
Q1 		$53K Buy
+875
New +$64.2K ﹤0.01% 1698

Other funds holding SLP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FLAM
First Light Asset Management Edina, Minnesota $1.65B AUM 203.21% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Spire Wealth Management's SLP Position: Q3 2025 in Review

Spire Wealth Management sold out of Simulations Plus (SLP) in Q3 2025, closing a stake of 100 shares — an estimated $1.75K sold.

Spire Wealth Management first reported a position in SLP in Q1 2021 and held it in 4 quarters. The position peaked at $53K in Q1 2021. 169 funds tracked by Wall St. Rank hold SLP as of Q3 2025.

  • Spire Wealth Management reported no remaining Simulations Plus position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 100 Simulations Plus shares in Q3 2025, an estimated $1.75K.
  • Spire Wealth Management first reported a position in Simulations Plus in Q1 2021 and held it in 4 quarters.
  • Spire Wealth Management's Simulations Plus position peaked at $53K in Q1 2021.
  • 169 funds tracked by Wall St. Rank held Simulations Plus as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.