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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
-323
Closed -$21.7K – 2467
2025
Q3 		$21.7K Buy
323
+195
+152% +$12.4K ﹤0.01% 1504
2025
Q2 		$7.75K Sell
128
-94
-42% -$5.3K ﹤0.01% 1806
2025
Q1 		$11.3K Sell
222
-284
-56% -$14.3K ﹤0.01% 1801
2024
Q4 		$22K Hold
506
– – ﹤0.01% 1594
2024
Q3 		$18.4K Sell
506
-113
-18% -$4K ﹤0.01% 1463
2024
Q2 		$20.7K Buy
+619
New +$19.8K ﹤0.01% 1431
2023
Q2 		– Sell
-27
Closed -$828 – 2530
2023
Q1 		$828 Buy
+27
New +$771 ﹤0.01% 2408

Other funds holding SNEX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return