Spire Wealth Management’s VanEck Steel ETF SLX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-896	Closed	-$52K	–	2587
2022 Q4	$52K	Buy	+896	New	+$50.9K	﹤0.01%	982

Other funds holding SLX

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RAM

Riggs Asset Management Dallas, Pennsylvania $486M AUM 59.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spire Wealth Management's SLX Position: Q1 2023 in Review

Spire Wealth Management sold out of VanEck Steel ETF (SLX) in Q1 2023, closing a stake of 896 shares — an estimated $52K sold.

Spire Wealth Management first reported a position in SLX in Q4 2022 and held it in 1 quarter. The position peaked at $52K in Q4 2022. 52 funds tracked by Wall St. Rank hold SLX as of Q1 2023.

Spire Wealth Management reported no remaining VanEck Steel ETF position as of Q1 2023 after selling out during the quarter.
Spire Wealth Management sold 896 VanEck Steel ETF shares in Q1 2023, an estimated $52K.
Spire Wealth Management first reported a position in VanEck Steel ETF in Q4 2022 and held it in 1 quarter.
Spire Wealth Management's VanEck Steel ETF position peaked at $52K in Q4 2022.
52 funds tracked by Wall St. Rank held VanEck Steel ETF as of Q1 2023.

Based on Spire Wealth Management's 13F filing for Q1 2023, filed 9 May 2023.