SWM
SNEX icon

Spire Wealth Management’s StoneX SNEX Stock Holding History

Spire Wealth Management’s Portfolio SNEX Stock Details SNEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-484
Closed -$21.7K – 2467
2025
Q3 		$21.7K Buy
484
+293
+153% +$12.4K ﹤0.01% 1504
2025
Q2 		$7.75K Sell
191
-142
-43% -$5.34K ﹤0.01% 1806
2025
Q1 		$11.3K Sell
333
-426
-56% -$14.3K ﹤0.01% 1801
2024
Q4 		$22K Hold
759
– – ﹤0.01% 1594
2024
Q3 		$18.4K Sell
759
-169
-18% -$3.99K ﹤0.01% 1463
2024
Q2 		$20.7K Buy
+928
New +$19.8K ﹤0.01% 1431
2023
Q2 		– Sell
-41
Closed -$828 – 2529
2023
Q1 		$828 Buy
+41
New +$780 ﹤0.01% 2408

Other funds holding SNEX

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

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

Spire Wealth Management sold out of StoneX (SNEX) in Q4 2025, closing a stake of 484 shares — an estimated $21.7K sold.

Spire Wealth Management first reported a position in SNEX in Q1 2023 and held it in 7 quarters. The position peaked at $22K in Q4 2024. 362 funds tracked by Wall St. Rank hold SNEX as of Q4 2025.

  • Spire Wealth Management reported no remaining StoneX position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 484 StoneX shares in Q4 2025, an estimated $21.7K.
  • Spire Wealth Management first reported a position in StoneX in Q1 2023 and held it in 7 quarters.
  • Spire Wealth Management's StoneX position peaked at $22K in Q4 2024.
  • 362 funds tracked by Wall St. Rank held StoneX as of Q4 2025.

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