SWM
SVC

Spire Wealth Management’s Service Properties Trust SVC Stock Holding History

Spire Wealth Management’s Portfolio SVC Stock Details SVC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20
Closed -$996 – 2534
2023
Q1 		$996 Buy
+20
New +$925 ﹤0.01% 2390
2022
Q3 		– Sell
-96
Closed -$3K – 2568
2022
Q2 		$3K Hold
96
– – ﹤0.01% 2301
2022
Q1 		$4K Sell
96
-20
-17% -$870 ﹤0.01% 2297
2021
Q4 		$5K Buy
116
+20
+21% +$1.02K ﹤0.01% 2582
2021
Q3 		$5K Hold
96
– – ﹤0.01% 2297
2021
Q2 		$6K Sell
96
-20
-17% -$1.24K ﹤0.01% 2288
2021
Q1 		$7K Buy
+116
New +$6.97K ﹤0.01% 2542

Other funds holding SVC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $585M AUM 5.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return