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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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.12B AUM 114.45% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return