Spire Wealth Management’s SiriusPoint SPNT Stock Holding History

Spire Wealth Management’s Portfolio SPNT Stock Details SPNT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-2,000	Closed	-$43.8K	–	2392
2025 Q4	$43.8K	Sell	2,000 -7,330	-79%	-$147K	﹤0.01%	1222
2025 Q3	$169K	Hold	9,330	–	–	0.01%	827
2025 Q2	$190K	Sell	9,330 -1,315	-12%	-$24.2K	0.01%	779
2025 Q1	$184K	Buy	10,645 +350	+3%	+$5.22K	0.01%	840
2024 Q4	$169K	Sell	10,295 -82	-0.8%	-$1.18K	0.01%	870
2024 Q3	$149K	Sell	10,377 -2,570	-20%	-$35.9K	0.01%	807
2024 Q2	$158K	Sell	12,947 -795	-6%	-$9.91K	0.01%	771
2024 Q1	$175K	Sell	13,742 -2,500	-15%	-$29.8K	﹤0.01%	809
2023 Q4	$181K	Hold	16,242	–	–	0.01%	789
2023 Q3	$165K	Sell	16,242 -798	-5%	-$7.99K	0.01%	769
2023 Q2	$154K	Hold	17,040	–	–	0.01%	811
2023 Q1	$139K	Buy	17,040 +5,270	+45%	+$37.1K	0.01%	855
2022 Q4	$69K	Sell	11,770 -2,340	-17%	-$13.8K	﹤0.01%	876
2022 Q3	$70K	Sell	14,110 -3,406	-19%	-$15.8K	﹤0.01%	835
2022 Q2	$95K	Sell	17,516 -9,584	-35%	-$57.5K	﹤0.01%	1059
2022 Q1	$203K	Buy	27,100 +4,020	+17%	+$31.8K	0.01%	893
2021 Q4	$188K	Buy	23,080 +6,800	+42%	+$59.9K	﹤0.01%	1125
2021 Q3	$151K	Buy	16,280 +6,780	+71%	+$65.1K	﹤0.01%	1029
2021 Q2	$96K	Buy	9,500 +7,880	+486%	+$82.6K	﹤0.01%	1197
2021 Q1	$16K	Buy	+1,620	New	+$16.4K	﹤0.01%	2247

Other funds holding SPNT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return