Spire Wealth Management
STWD icon

Spire Wealth Management’s Starwood Property Trust STWD Stock Holding History

Spire Wealth Management’s Portfolio STWD Stock Details STWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$115K Sell
8,500
-2,000
-19% -$32K ﹤0.01% 910
2026
Q2 		$172K Hold
10,500
– – 0.01% 832
2026
Q1 		$181K Hold
10,500
– – 0.01% 815
2025
Q4 		$189K Hold
10,500
– – 0.01% 806
2025
Q3 		$203K Hold
10,500
– – 0.01% 779
2025
Q2 		$211K Sell
10,500
-616
-6% -$12K 0.01% 751
2025
Q1 		$220K Buy
11,116
+616
+6% +$12.1K 0.01% 799
2024
Q4 		$199K Hold
10,500
– – 0.01% 821
2024
Q3 		$214K Buy
10,500
+2,200
+27% +$43.9K 0.01% 712
2024
Q2 		$157K Buy
8,300
+7,071
+575% +$138K 0.01% 775
2024
Q1 		$25K Hold
1,229
– – ﹤0.01% 1437
2023
Q4 		$25.4K Buy
1,229
+229
+23% +$4.5K ﹤0.01% 1451
2023
Q3 		$19.4K Sell
1,000
-2,000
-67% -$40.6K ﹤0.01% 1517
2023
Q2 		$58.2K Buy
3,000
+1,160
+63% +$20.6K ﹤0.01% 1140
2023
Q1 		$32.6K Buy
1,840
+840
+84% +$16.2K ﹤0.01% 1399
2022
Q4 		$18K Sell
1,000
-1,100
-52% -$21.9K ﹤0.01% 1417
2022
Q3 		$38K Sell
2,100
-1,050
-33% -$23.8K ﹤0.01% 1063
2022
Q2 		$66K Hold
3,150
– – ﹤0.01% 1184
2022
Q1 		$76K Sell
3,150
-3,351
-52% -$81K ﹤0.01% 1282
2021
Q4 		$158K Sell
6,501
-6,554
-50% -$165K ﹤0.01% 1204
2021
Q3 		$319K Buy
13,055
+5,890
+82% +$151K 0.01% 729
2021
Q2 		$188K Sell
7,165
-1,019
-12% -$26K 0.01% 962
2021
Q1 		$203K Buy
+8,184
New +$177K 0.01% 1058

Other funds holding STWD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
CapWealth Advisors
CapWealth Advisors Franklin, Tennessee $1.32B AUM 21.6% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $134B AUM 35.21% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Spire Wealth Management's STWD Position: Q3 2026 in Review

Spire Wealth Management reduced its Starwood Property Trust (STWD) stake by 19% in Q3 2026, selling an estimated $32K and leaving 8,500 shares worth $115K. The position accounts for ﹤0.01% of the portfolio, ranked #910.

Spire Wealth Management first reported a position in STWD in Q1 2021 and has held it in 23 quarters since. The position peaked at $319K in Q3 2021. 282 funds tracked by Wall St. Rank hold STWD as of Q3 2026.

  • Spire Wealth Management held 8,500 shares of Starwood Property Trust worth $115K as of Q3 2026.
  • Spire Wealth Management sold 2,000 Starwood Property Trust shares in Q3 2026, an estimated $32K.
  • Starwood Property Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #910 holding.
  • Spire Wealth Management first reported a position in Starwood Property Trust in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Starwood Property Trust position peaked at $319K in Q3 2021.
  • 282 funds tracked by Wall St. Rank held Starwood Property Trust as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.