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Spire Wealth Management’s Tidewater TDW Stock Holding History

Spire Wealth Management’s Portfolio TDW Stock Details TDW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$34.4K Sell
516
-6,382
-93% -$506K ﹤0.01% 1278
2026
Q1 		$576K Sell
6,898
-3,416
-33% -$238K 0.02% 510
2025
Q4 		$521K Sell
10,314
-153
-1% -$8.08K 0.02% 538
2025
Q3 		$558K Buy
10,467
+61
+0.6% +$3.34K 0.02% 500
2025
Q2 		$480K Buy
10,406
+6,423
+161% +$260K 0.02% 516
2025
Q1 		$168K Buy
3,983
+498
+14% +$24.8K 0.01% 866
2024
Q4 		$191K Buy
3,485
+1,546
+80% +$88K 0.01% 836
2024
Q3 		$139K Buy
1,939
+100
+5% +$8.71K ﹤0.01% 825
2024
Q2 		$175K Buy
1,839
+19
+1% +$1.87K 0.01% 744
2024
Q1 		$167K Buy
1,820
+49
+3% +$3.65K ﹤0.01% 825
2023
Q4 		$121K Buy
1,771
+1,521
+608% +$98.5K ﹤0.01% 940
2023
Q3 		$17.8K Hold
250
– – ﹤0.01% 1547
2023
Q2 		$13.9K Hold
250
– – ﹤0.01% 1715
2023
Q1 		$11K Buy
+250
New +$10.7K ﹤0.01% 1810

Other funds holding TDW

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
RR
Robotti Robert $620M AUM 55.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Spire Wealth Management's TDW Position: Q2 2026 in Review

Spire Wealth Management reduced its Tidewater (TDW) stake by 93% in Q2 2026, selling an estimated $506K and leaving 516 shares worth $34.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1278.

Spire Wealth Management first reported a position in TDW in Q1 2023 and has held it in 14 quarters since. The position peaked at $576K in Q1 2026. 363 funds tracked by Wall St. Rank hold TDW as of Q2 2026.

  • Spire Wealth Management held 516 shares of Tidewater worth $34.4K as of Q2 2026.
  • Spire Wealth Management sold 6,382 Tidewater shares in Q2 2026, an estimated $506K.
  • Tidewater made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1278 holding.
  • Spire Wealth Management first reported a position in Tidewater in Q1 2023 and has held it in 14 quarters since.
  • Spire Wealth Management's Tidewater position peaked at $576K in Q1 2026.
  • 363 funds tracked by Wall St. Rank held Tidewater as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.