SWM
SRTA

Spire Wealth Management’s Strata Critical Medical Inc SRTA Stock Holding History

Spire Wealth Management’s Portfolio SRTA Stock Details SRTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.02K Hold
763
– – ﹤0.01% 1863
2026
Q1 		$3.19K Hold
763
– – ﹤0.01% 1940
2025
Q4 		$3.67K Hold
763
– – ﹤0.01% 1978
2025
Q3 		$3.86K Hold
763
– – ﹤0.01% 2021
2025
Q2 		$3.08K Hold
763
– – ﹤0.01% 2081
2025
Q1 		$2.08K Hold
763
– – ﹤0.01% 2270
2024
Q4 		$3.24K Hold
763
– – ﹤0.01% 2146
2024
Q3 		$2.24K Hold
763
– – ﹤0.01% 1985
2024
Q2 		$2.66K Hold
763
– – ﹤0.01% 1958
2024
Q1 		$2.18K Sell
763
-374
-33% -$1.15K ﹤0.01% 2074
2023
Q4 		$3.22K Hold
1,137
– – ﹤0.01% 2058
2023
Q3 		$2.94K Buy
+1,137
New +$3.99K ﹤0.01% 2053
2023
Q2 		– Sell
-75,420
Closed -$255K – 2405
2023
Q1 		$255K Buy
+75,420
New +$308K 0.01% 655
2021
Q2 		– Sell
-16,734
Closed -$180K – 2622
2021
Q1 		$180K Buy
+16,734
New +$233K ﹤0.01% 1114

Other funds holding SRTA

SAM
Seelaus Asset Management Chatham, New Jersey $142M AUM 48.54% 1-Year Est. Return
CFS
Commonwealth Financial Services Vienna, West Virginia $744M AUM 23.6% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
AP
Aspect Partners Fairfax, Virginia $268M AUM 22.57% 1-Year Est. Return

Spire Wealth Management's SRTA Position: Q2 2026 in Review

Spire Wealth Management held its Strata Critical Medical Inc (SRTA) position steady in Q2 2026 at 763 shares worth $4.02K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

Spire Wealth Management first reported a position in SRTA in Q1 2021 and has held it in 14 quarters since. The position peaked at $255K in Q1 2023. 8 funds tracked by Wall St. Rank hold SRTA as of Q2 2026.

  • Spire Wealth Management held 763 shares of Strata Critical Medical Inc worth $4.02K as of Q2 2026.
  • Spire Wealth Management left its Strata Critical Medical Inc share count unchanged in Q2 2026.
  • Strata Critical Medical Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1863 holding.
  • Spire Wealth Management first reported a position in Strata Critical Medical Inc in Q1 2021 and has held it in 14 quarters since.
  • Spire Wealth Management's Strata Critical Medical Inc position peaked at $255K in Q1 2023.
  • 8 funds tracked by Wall St. Rank held Strata Critical Medical Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.