Spire Wealth Management’s Columbia Seligman Premium Technology Growth Fund STK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-500	Closed	-$15.2K	–	2480
2025 Q2	$15.2K	Hold	500	–	–	﹤0.01%	1597
2025 Q1	$14K	Hold	500	–	–	﹤0.01%	1729
2024 Q4	$16K	Hold	500	–	–	﹤0.01%	1694
2024 Q3	$16.7K	Hold	500	–	–	﹤0.01%	1488
2024 Q2	$16.6K	Hold	500	–	–	﹤0.01%	1504
2024 Q1	$15.9K	Hold	500	–	–	﹤0.01%	1583
2023 Q4	$16K	Hold	500	–	–	﹤0.01%	1604
2023 Q3	$13.6K	Hold	500	–	–	﹤0.01%	1639
2023 Q2	$15.3K	Hold	500	–	–	﹤0.01%	1678
2023 Q1	$13.9K	Hold	500	–	–	﹤0.01%	1740
2022 Q4	$12K	Buy	+500	New	+$12.5K	﹤0.01%	1553
2022 Q3	–	Sell	-10,500	Closed	-$263K	–	2565
2022 Q2	$263K	Hold	10,500	–	–	0.01%	673
2022 Q1	$337K	Hold	10,500	–	–	0.01%	689
2021 Q4	$389K	Sell	10,500 -350	-3%	-$12.6K	0.01%	792
2021 Q3	$358K	Hold	10,850	–	–	0.01%	703
2021 Q2	$385K	Buy	10,850 +10,500	+3,000%	+$355K	0.01%	697
2021 Q1	$11K	Buy	+350	New	+$10.4K	﹤0.01%	2390

Other funds holding STK

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

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

Spire Wealth Management sold out of Columbia Seligman Premium Technology Growth Fund (STK) in Q3 2025, closing a stake of 500 shares — an estimated $15.2K sold.

Spire Wealth Management first reported a position in STK in Q1 2021 and held it in 17 quarters. The position peaked at $389K in Q4 2021. 63 funds tracked by Wall St. Rank hold STK as of Q3 2025.

Spire Wealth Management reported no remaining Columbia Seligman Premium Technology Growth Fund position as of Q3 2025 after selling out during the quarter.
Spire Wealth Management sold 500 Columbia Seligman Premium Technology Growth Fund shares in Q3 2025, an estimated $15.2K.
Spire Wealth Management first reported a position in Columbia Seligman Premium Technology Growth Fund in Q1 2021 and held it in 17 quarters.
Spire Wealth Management's Columbia Seligman Premium Technology Growth Fund position peaked at $389K in Q4 2021.
63 funds tracked by Wall St. Rank held Columbia Seligman Premium Technology Growth Fund as of Q3 2025.

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