Spire Wealth Management’s Morgan Creek Exos SPAC Originated ETF SPXZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q3
Sell
-480
Closed -$5K 2732
2022
Q2
$5K Hold
480
﹤0.01% 2162
2022
Q1
$6K Hold
480
﹤0.01% 2217
2021
Q4
$8K Hold
480
﹤0.01% 2475
2021
Q3
$8K Hold
480
﹤0.01% 2180
2021
Q2
$10K Hold
480
﹤0.01% 2140
2021
Q1
$10K Buy
+480
New +$11.6K ﹤0.01% 2426

Spire Wealth Management's SPXZ Position: Q3 2022 in Review

Spire Wealth Management sold out of Morgan Creek Exos SPAC Originated ETF (SPXZ) in Q3 2022, closing a stake of 480 shares — an estimated $5K sold.

Spire Wealth Management first reported a position in SPXZ in Q1 2021 and held it in 6 quarters. The position peaked at $10K in Q2 2021. 0 funds tracked by Wall St. Rank hold SPXZ as of Q3 2022.

  • Spire Wealth Management reported no remaining Morgan Creek Exos SPAC Originated ETF position as of Q3 2022 after selling out during the quarter.
  • Spire Wealth Management sold 480 Morgan Creek Exos SPAC Originated ETF shares in Q3 2022, an estimated $5K.
  • Spire Wealth Management first reported a position in Morgan Creek Exos SPAC Originated ETF in Q1 2021 and held it in 6 quarters.
  • Spire Wealth Management's Morgan Creek Exos SPAC Originated ETF position peaked at $10K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Morgan Creek Exos SPAC Originated ETF as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.