SWM
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Spire Wealth Management’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Spire Wealth Management’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-23
Closed -$1K – 3000
2021
Q3 		$1K Hold
23
– – ﹤0.01% 2544
2021
Q2 		$1K Hold
23
– – ﹤0.01% 2548
2021
Q1 		$1K Buy
+23
New +$1.27K ﹤0.01% 2955

Other funds holding SYLD

SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
CIM
Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPGK
Financial Partners Group (Kansas) Overland Park, Kansas $836M AUM 21.04% 1-Year Est. Return
RH
RFG Holdings Argyle, Texas $397M AUM 18.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
SL
Savior LLC Wellesley Hills, Massachusetts $34.9M AUM 32.88% 1-Year Est. Return

Spire Wealth Management's SYLD Position: Q4 2021 in Review

Spire Wealth Management sold out of Cambria Shareholder Yield ETF (SYLD) in Q4 2021, closing a stake of 23 shares — an estimated $1K sold.

Spire Wealth Management first reported a position in SYLD in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q3 2021. 87 funds tracked by Wall St. Rank hold SYLD as of Q4 2021.

  • Spire Wealth Management reported no remaining Cambria Shareholder Yield ETF position as of Q4 2021 after selling out during the quarter.
  • Spire Wealth Management sold 23 Cambria Shareholder Yield ETF shares in Q4 2021, an estimated $1K.
  • Spire Wealth Management first reported a position in Cambria Shareholder Yield ETF in Q1 2021 and held it in 3 quarters.
  • Spire Wealth Management's Cambria Shareholder Yield ETF position peaked at $1K in Q3 2021.
  • 87 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q4 2021.

Based on Spire Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.