Spire Wealth Management’s TFS Financial TFSL Stock Holding History

Spire Wealth Management’s Portfolio TFSL Stock Details TFSL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$12.8K	Buy	909 +18	+2%	+$255	﹤0.01%	1553
2025 Q4	$11.9K	Buy	891 +18	+2%	+$247	﹤0.01%	1652
2025 Q3	$11.5K	Buy	873 +18	+2%	+$238	﹤0.01%	1700
2025 Q2	$11.1K	Buy	855 +18	+2%	+$232	﹤0.01%	1689
2025 Q1	$10.4K	Buy	837 +19	+2%	+$243	﹤0.01%	1824
2024 Q4	$10.3K	Buy	818 +17	+2%	+$226	﹤0.01%	1824
2024 Q3	$10.3K	Buy	801 +17	+2%	+$224	﹤0.01%	1618
2024 Q2	$9.9K	Buy	784 +17	+2%	+$214	﹤0.01%	1638
2024 Q1	$9.63K	Buy	767 +17	+2%	+$225	﹤0.01%	1722
2023 Q4	$10.5K	Buy	750 +16	+2%	+$207	﹤0.01%	1748
2023 Q3	$8.68K	Buy	734 +17	+2%	+$228	﹤0.01%	1771
2023 Q2	$9.02K	Buy	717 +15	+2%	+$182	﹤0.01%	1847
2023 Q1	$8.87K	Buy	702 +15	+2%	+$209	﹤0.01%	1893
2022 Q4	$10K	Buy	687 +14	+2%	+$191	﹤0.01%	1626
2022 Q3	$9K	Buy	673 +14	+2%	+$198	﹤0.01%	1608
2022 Q2	$9K	Buy	659 +14	+2%	+$206	﹤0.01%	1965
2022 Q1	$11K	Buy	645 +11	+2%	+$189	﹤0.01%	2011
2021 Q4	$11K	Buy	634 +9	+1%	+$172	﹤0.01%	2357
2021 Q3	$12K	Buy	625 +10	+2%	+$195	﹤0.01%	2056
2021 Q2	$12K	Buy	615 +8	+1%	+$166	﹤0.01%	2066
2021 Q1	$12K	Buy	+607	New	+$11.8K	﹤0.01%	2366

Other funds holding TFSL

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Lakewood Capital Management New York $1.56B AUM 0.92% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Mirae Asset Global ETFs Holdings

Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return