SWM
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Spire Wealth Management’s Summit Therapeutics SMMT Stock Holding History

Spire Wealth Management’s Portfolio SMMT Stock Details SMMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-525
Closed -$10.8K – 2466
2025
Q3 		$10.8K Hold
525
– – ﹤0.01% 1716
2025
Q2 		$11.2K Hold
525
– – ﹤0.01% 1684
2025
Q1 		$10.1K Hold
525
– – ﹤0.01% 1830
2024
Q4 		$9.37K Buy
+525
New +$10.2K ﹤0.01% 1851

Other funds holding SMMT

BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
PCMH
Polymer Capital Management (HK) Hong Kong $1.98B AUM 210.13% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Spire Wealth Management's SMMT Position: Q4 2025 in Review

Spire Wealth Management sold out of Summit Therapeutics (SMMT) in Q4 2025, closing a stake of 525 shares — an estimated $10.8K sold.

Spire Wealth Management first reported a position in SMMT in Q4 2024 and held it in 4 quarters. The position peaked at $11.2K in Q2 2025. 206 funds tracked by Wall St. Rank hold SMMT as of Q4 2025.

  • Spire Wealth Management reported no remaining Summit Therapeutics position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 525 Summit Therapeutics shares in Q4 2025, an estimated $10.8K.
  • Spire Wealth Management first reported a position in Summit Therapeutics in Q4 2024 and held it in 4 quarters.
  • Spire Wealth Management's Summit Therapeutics position peaked at $11.2K in Q2 2025.
  • 206 funds tracked by Wall St. Rank held Summit Therapeutics as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.