SWM
SPE

Spire Wealth Management’s Special Opportunities Fund SPE Stock Holding History

Spire Wealth Management’s Portfolio SPE Stock Details SPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-320
Closed -$4K – 2932
2021
Q1 		$4K Buy
+320
New +$4.46K ﹤0.01% 2711

Other funds holding SPE

RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return
EP
EPIQ Partners Minneapolis, Minnesota $236M AUM 15.39% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
TJHA
Thomas J. Herzfeld Advisors Miami Beach, Florida $294M AUM 2.62% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
RCM
Robinson Capital Management Grosse Pointe Farms, Michigan $239M AUM 0.62% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Spire Wealth Management's SPE Position: Q2 2021 in Review

Spire Wealth Management sold out of Special Opportunities Fund (SPE) in Q2 2021, closing a stake of 320 shares — an estimated $4K sold.

Spire Wealth Management first reported a position in SPE in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 42 funds tracked by Wall St. Rank hold SPE as of Q2 2021.

  • Spire Wealth Management reported no remaining Special Opportunities Fund position as of Q2 2021 after selling out during the quarter.
  • Spire Wealth Management sold 320 Special Opportunities Fund shares in Q2 2021, an estimated $4K.
  • Spire Wealth Management first reported a position in Special Opportunities Fund in Q1 2021 and held it in 1 quarter.
  • Spire Wealth Management's Special Opportunities Fund position peaked at $4K in Q1 2021.
  • 42 funds tracked by Wall St. Rank held Special Opportunities Fund as of Q2 2021.

Based on Spire Wealth Management's 13F filing for Q2 2021, filed 26 Jul 2021.