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Spire Wealth Management’s STAG Industrial STAG Stock Holding History

Spire Wealth Management’s Portfolio STAG Stock Details STAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-641
Closed -$23.3K – 2479
2025
Q2 		$23.3K Buy
641
+434
+210% +$15K ﹤0.01% 1460
2025
Q1 		$7.48K Buy
207
+7
+4% +$244 ﹤0.01% 1935
2024
Q4 		$6.76K Hold
200
– – ﹤0.01% 1965
2024
Q3 		$7.82K Sell
200
-40
-17% -$1.57K ﹤0.01% 1709
2024
Q2 		$8.65K Sell
240
-68
-22% -$2.42K ﹤0.01% 1672
2024
Q1 		$11.8K Sell
308
-380
-55% -$14.4K ﹤0.01% 1668
2023
Q4 		$26.2K Buy
688
+381
+124% +$13.5K ﹤0.01% 1439
2023
Q3 		$10.6K Buy
307
+15
+5% +$544 ﹤0.01% 1715
2023
Q2 		$10.5K Hold
292
– – ﹤0.01% 1800
2023
Q1 		$9.88K Buy
292
+92
+46% +$3.14K ﹤0.01% 1850
2022
Q4 		$6K Hold
200
– – ﹤0.01% 1792
2022
Q3 		$6K Sell
200
-92
-32% -$2.9K ﹤0.01% 1713
2022
Q2 		$9K Sell
292
-92
-24% -$3.26K ﹤0.01% 1964
2022
Q1 		$16K Sell
384
-3,200
-89% -$132K ﹤0.01% 1894
2021
Q4 		$172K Buy
3,584
+3,000
+514% +$131K ﹤0.01% 1159
2021
Q3 		$23K Hold
584
– – ﹤0.01% 1807
2021
Q2 		$22K Sell
584
-3,100
-84% -$113K ﹤0.01% 1839
2021
Q1 		$126K Buy
+3,684
New +$118K ﹤0.01% 1290

Other funds holding STAG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Spire Wealth Management's STAG Position: Q3 2025 in Review

Spire Wealth Management sold out of STAG Industrial (STAG) in Q3 2025, closing a stake of 641 shares — an estimated $23.3K sold.

Spire Wealth Management first reported a position in STAG in Q1 2021 and held it in 18 quarters. The position peaked at $172K in Q4 2021. 525 funds tracked by Wall St. Rank hold STAG as of Q3 2025.

  • Spire Wealth Management reported no remaining STAG Industrial position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 641 STAG Industrial shares in Q3 2025, an estimated $23.3K.
  • Spire Wealth Management first reported a position in STAG Industrial in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's STAG Industrial position peaked at $172K in Q4 2021.
  • 525 funds tracked by Wall St. Rank held STAG Industrial as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.