SWM
SMG icon

Spire Wealth Management’s ScottsMiracle-Gro SMG Stock Holding History

Spire Wealth Management’s Portfolio SMG Stock Details SMG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37.4K Buy
550
+8
+1% +$495 ﹤0.01% 1257
2026
Q1 		$32.9K Buy
542
+5
+0.9% +$323 ﹤0.01% 1286
2025
Q4 		$31.3K Buy
537
+6
+1% +$337 ﹤0.01% 1325
2025
Q3 		$30.2K Sell
531
-194
-27% -$12.2K ﹤0.01% 1388
2025
Q2 		$47.8K Buy
725
+176
+32% +$10.2K ﹤0.01% 1214
2025
Q1 		$30.1K Buy
549
+454
+478% +$29.4K ﹤0.01% 1473
2024
Q4 		$6.3K Buy
95
+25
+36% +$1.98K ﹤0.01% 1985
2024
Q3 		$6.07K Sell
70
-123
-64% -$8.64K ﹤0.01% 1777
2024
Q2 		$12.6K Sell
193
-5
-3% -$342 ﹤0.01% 1575
2024
Q1 		$14.8K Hold
198
– – ﹤0.01% 1598
2023
Q4 		$11.7K Sell
198
-209
-51% -$11.3K ﹤0.01% 1712
2023
Q3 		$21K Buy
407
+14
+4% +$811 ﹤0.01% 1484
2023
Q2 		$24.7K Sell
393
-93
-19% -$6.24K ﹤0.01% 1495
2023
Q1 		$33.9K Sell
486
-49
-9% -$3.52K ﹤0.01% 1383
2022
Q4 		$26K Buy
535
+515
+2,575% +$25.8K ﹤0.01% 1262
2022
Q3 		$1K Sell
20
-1,640
-99% -$118K ﹤0.01% 2137
2022
Q2 		$131K Sell
1,660
-4,703
-74% -$465K 0.01% 931
2022
Q1 		$782K Buy
6,363
+3,869
+155% +$541K 0.02% 450
2021
Q4 		$402K Buy
2,494
+1,338
+116% +$207K 0.01% 780
2021
Q3 		$169K Buy
1,156
+930
+412% +$152K ﹤0.01% 988
2021
Q2 		$43K Sell
226
-729
-76% -$161K ﹤0.01% 1540
2021
Q1 		$222K Buy
+955
New +$216K 0.01% 1021

Other funds holding SMG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Spire Wealth Management's SMG Position: Q2 2026 in Review

Spire Wealth Management increased its ScottsMiracle-Gro (SMG) stake by 1.5% in Q2 2026, buying an estimated $495 and bringing the position to 550 shares worth $37.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Spire Wealth Management first reported a position in SMG in Q1 2021 and has held it in 22 quarters since. The position peaked at $782K in Q1 2022. 463 funds tracked by Wall St. Rank hold SMG as of Q2 2026.

  • Spire Wealth Management held 550 shares of ScottsMiracle-Gro worth $37.4K as of Q2 2026.
  • Spire Wealth Management bought 8 ScottsMiracle-Gro shares in Q2 2026, an estimated $495.
  • ScottsMiracle-Gro made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1257 holding.
  • Spire Wealth Management first reported a position in ScottsMiracle-Gro in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's ScottsMiracle-Gro position peaked at $782K in Q1 2022.
  • 463 funds tracked by Wall St. Rank held ScottsMiracle-Gro as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.