Spire Wealth Management’s S&P Global SPGI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.27M | Sell |
12,157
-6,727
| -36% | -$3.47M | 0.23% | 88 |
|
|
2025
Q1 | $9.6M | Sell |
18,884
-4,812
| -20% | -$2.45M | 0.31% | 67 |
|
|
2024
Q4 | $11.8M | Buy |
23,696
+4,904
| +26% | +$2.44M | 0.37% | 55 |
|
|
2024
Q3 | $9.71M | Sell |
18,792
-173
| -0.9% | -$89.4K | 0.33% | 63 |
|
|
2024
Q2 | $8.45M | Sell |
18,965
-72
| -0.4% | -$32.1K | 0.3% | 75 |
|
|
2024
Q1 | $19.6M | Buy |
19,037
+587
| +3% | +$604K | 0.36% | 63 |
|
|
2023
Q4 | $8.15M | Buy |
18,450
+2,470
| +15% | +$1.09M | 0.27% | 78 |
|
|
2023
Q3 | $5.84M | Buy |
15,980
+12,300
| +334% | +$4.49M | 0.22% | 86 |
|
|
2023
Q2 | $1.48M | Sell |
3,680
-172
| -4% | -$69K | 0.05% | 272 |
|
|
2023
Q1 | $1.33M | Sell |
3,852
-81
| -2% | -$27.9K | 0.05% | 290 |
|
|
2022
Q4 | $1.32M | Sell |
3,933
-140
| -3% | -$46.9K | 0.07% | 204 |
|
|
2022
Q3 | $1.24M | Sell |
4,073
-488
| -11% | -$149K | 0.08% | 181 |
|
|
2022
Q2 | $1.54M | Sell |
4,561
-17,949
| -80% | -$6.05M | 0.06% | 244 |
|
|
2022
Q1 | $9.24M | Sell |
22,510
-2,915
| -11% | -$1.2M | 0.25% | 114 |
|
|
2021
Q4 | $12M | Buy |
25,425
+21,442
| +538% | +$10.1M | 0.27% | 105 |
|
|
2021
Q3 | $1.69M | Sell |
3,983
-12
| -0.3% | -$5.1K | 0.04% | 313 |
|
|
2021
Q2 | $1.64M | Sell |
3,995
-1,056
| -21% | -$434K | 0.04% | 325 |
|
|
2021
Q1 | $1.76M | Buy |
+5,051
| New | +$1.76M | 0.05% | 310 |
|