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 – 2533
2023
Q1 		$996 Buy
+20
New +$925 ﹤0.01% 2390
2022
Q3 		– Sell
-96
Closed -$3K – 2567
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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
CM
Capital Management Glen Allen, Virginia $666M AUM 17.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spire Wealth Management's SVC Position: Q2 2023 in Review

Spire Wealth Management sold out of Service Properties Trust (SVC) in Q2 2023, closing a stake of 20 shares — an estimated $996 sold.

Spire Wealth Management first reported a position in SVC in Q1 2021 and held it in 7 quarters. The position peaked at $7K in Q1 2021. 246 funds tracked by Wall St. Rank hold SVC as of Q2 2023.

  • Spire Wealth Management reported no remaining Service Properties Trust position as of Q2 2023 after selling out during the quarter.
  • Spire Wealth Management sold 20 Service Properties Trust shares in Q2 2023, an estimated $996.
  • Spire Wealth Management first reported a position in Service Properties Trust in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's Service Properties Trust position peaked at $7K in Q1 2021.
  • 246 funds tracked by Wall St. Rank held Service Properties Trust as of Q2 2023.

Based on Spire Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.