Spire Wealth Management’s Global X SuperDividend REIT ETF SRET Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-267	Closed	-$6K	–	2560
2022 Q2	$6K	Sell	267 -266	-50%	-$6.82K	﹤0.01%	2094
2022 Q1	$15K	Hold	533	–	–	﹤0.01%	1907
2021 Q4	$15K	Hold	533	–	–	﹤0.01%	2233
2021 Q3	$15K	Hold	533	–	–	﹤0.01%	1972
2021 Q2	$16K	Buy	+533	New	+$15.9K	﹤0.01%	1970

Other funds holding SRET

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FFA

Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

Spire Wealth Management sold out of Global X SuperDividend REIT ETF (SRET) in Q3 2022, closing a stake of 267 shares — an estimated $6K sold.

Spire Wealth Management first reported a position in SRET in Q2 2021 and held it in 5 quarters. The position peaked at $16K in Q2 2021. 45 funds tracked by Wall St. Rank hold SRET as of Q3 2022.

Spire Wealth Management reported no remaining Global X SuperDividend REIT ETF position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 267 Global X SuperDividend REIT ETF shares in Q3 2022, an estimated $6K.
Spire Wealth Management first reported a position in Global X SuperDividend REIT ETF in Q2 2021 and held it in 5 quarters.
Spire Wealth Management's Global X SuperDividend REIT ETF position peaked at $16K in Q2 2021.
45 funds tracked by Wall St. Rank held Global X SuperDividend REIT ETF as of Q3 2022.

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