SWM
SRFM icon

Spire Wealth Management’s Surf Air Mobility SRFM Stock Holding History

Spire Wealth Management’s Portfolio SRFM Stock Details SRFM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,000
Closed -$8.58K – 2469
2025
Q3 		$8.58K Buy
+2,000
New +$9.37K ﹤0.01% 1806

Other funds holding SRFM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $25B AUM 18.87% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Spire Wealth Management's SRFM Position: Q4 2025 in Review

Spire Wealth Management sold out of Surf Air Mobility (SRFM) in Q4 2025, closing a stake of 2,000 shares — an estimated $8.58K sold.

Spire Wealth Management first reported a position in SRFM in Q3 2025 and held it in 1 quarter. The position peaked at $8.58K in Q3 2025. 67 funds tracked by Wall St. Rank hold SRFM as of Q4 2025.

  • Spire Wealth Management reported no remaining Surf Air Mobility position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 2,000 Surf Air Mobility shares in Q4 2025, an estimated $8.58K.
  • Spire Wealth Management first reported a position in Surf Air Mobility in Q3 2025 and held it in 1 quarter.
  • Spire Wealth Management's Surf Air Mobility position peaked at $8.58K in Q3 2025.
  • 67 funds tracked by Wall St. Rank held Surf Air Mobility as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.