SWM
TIPT icon

Spire Wealth Management’s Tiptree Inc TIPT Stock Holding History

Spire Wealth Management’s Portfolio TIPT Stock Details TIPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-84
Closed -$1.98K – 2485
2025
Q2 		$1.98K Sell
84
-455
-84% -$10.2K ﹤0.01% 2172
2025
Q1 		$13K Sell
539
-681
-56% -$14.5K ﹤0.01% 1754
2024
Q4 		$25.4K Hold
1,220
– – ﹤0.01% 1538
2024
Q3 		$23.9K Sell
1,220
-124
-9% -$2.3K ﹤0.01% 1387
2024
Q2 		$22.2K Buy
+1,344
New +$22.5K ﹤0.01% 1411

Other funds holding TIPT

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SCP
Steamboat Capital Partners Rye, New York $403M AUM 43.57% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Spire Wealth Management's TIPT Position: Q3 2025 in Review

Spire Wealth Management sold out of Tiptree Inc (TIPT) in Q3 2025, closing a stake of 84 shares — an estimated $1.98K sold.

Spire Wealth Management first reported a position in TIPT in Q2 2024 and held it in 5 quarters. The position peaked at $25.4K in Q4 2024. 143 funds tracked by Wall St. Rank hold TIPT as of Q3 2025.

  • Spire Wealth Management reported no remaining Tiptree Inc position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 84 Tiptree Inc shares in Q3 2025, an estimated $1.98K.
  • Spire Wealth Management first reported a position in Tiptree Inc in Q2 2024 and held it in 5 quarters.
  • Spire Wealth Management's Tiptree Inc position peaked at $25.4K in Q4 2024.
  • 143 funds tracked by Wall St. Rank held Tiptree Inc as of Q3 2025.

Based on Spire Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.