Spire Wealth Management’s S&T Bancorp STBA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-23	Closed	-$623	–	2459
2023 Q3	$623	Buy	+23	New	+$664	﹤0.01%	2325
2022 Q3	–	Sell	-591	Closed	-$16K	–	2564
2022 Q2	$16K	Buy	591 +7	+1%	+$198	﹤0.01%	1761
2022 Q1	$17K	Buy	584 +5	+0.9%	+$157	﹤0.01%	1880
2021 Q4	$18K	Buy	579 +6	+1%	+$186	﹤0.01%	2164
2021 Q3	$17K	Buy	573 +5	+0.9%	+$147	﹤0.01%	1930
2021 Q2	$18K	Buy	568 +4	+0.7%	+$133	﹤0.01%	1922
2021 Q1	$19K	Buy	+564	New	+$16.7K	﹤0.01%	2172

Other funds holding STBA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

STB

S&T Bank Indiana, Pennsylvania $268M AUM 39.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Spire Wealth Management's STBA Position: Q4 2023 in Review

Spire Wealth Management sold out of S&T Bancorp (STBA) in Q4 2023, closing a stake of 23 shares — an estimated $623 sold.

Spire Wealth Management first reported a position in STBA in Q1 2021 and held it in 7 quarters. The position peaked at $19K in Q1 2021. 180 funds tracked by Wall St. Rank hold STBA as of Q4 2023.

Spire Wealth Management reported no remaining S&T Bancorp position as of Q4 2023 after selling out during the quarter.
Spire Wealth Management sold 23 S&T Bancorp shares in Q4 2023, an estimated $623.
Spire Wealth Management first reported a position in S&T Bancorp in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's S&T Bancorp position peaked at $19K in Q1 2021.
180 funds tracked by Wall St. Rank held S&T Bancorp as of Q4 2023.

Based on Spire Wealth Management's 13F filing for Q4 2023, filed 6 Feb 2024.