Spire Wealth Management’s S&P Global SPGI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.53M Sell
2025
Q2
$6.27M Sell
2025
Q1
$9.6M Sell
2024
Q4
$11.8M Buy
2024
Q3
$9.71M Sell
2024
Q2
$8.45M Sell
2024
Q1
$19.6M Buy
2023
Q4
$8.15M Buy
2023
Q3
$5.84M Buy
2023
Q2
$1.48M Sell
2023
Q1
$1.33M Sell
2022
Q4
$1.32M Sell
2022
Q3
$1.24M Sell
2022
Q2
$1.54M Sell
2022
Q1
$9.24M Sell
2021
Q4
$12M Buy
2021
Q3
$1.69M Sell
2021
Q2
$1.64M Sell
2021
Q1
$1.76M Buy