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Spire Wealth Management’s Motley Fool Small-Cap Growth ETF TMFS Stock Holding History

Spire Wealth Management’s Portfolio TMFS Stock Details TMFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-250
Closed -$8.3K – 2521
2024
Q3 		$8.3K Hold
250
– – ﹤0.01% 1688
2024
Q2 		$7.78K Hold
250
– – ﹤0.01% 1711
2024
Q1 		$7.97K Hold
250
– – ﹤0.01% 1779
2023
Q4 		$7.35K Sell
250
-250
-50% -$6.93K ﹤0.01% 1838
2023
Q3 		$13.9K Hold
500
– – ﹤0.01% 1629
2023
Q2 		$14.4K Hold
500
– – ﹤0.01% 1705
2023
Q1 		$13.3K Hold
500
– – ﹤0.01% 1760
2022
Q4 		$12K Sell
500
-400
-44% -$9.67K ﹤0.01% 1554
2022
Q3 		$21K Hold
900
– – ﹤0.01% 1321
2022
Q2 		$21K Hold
900
– – ﹤0.01% 1657
2022
Q1 		$28K Hold
900
– – ﹤0.01% 1669
2021
Q4 		$33K Buy
900
+500
+125% +$19.1K ﹤0.01% 1909
2021
Q3 		$16K Hold
400
– – ﹤0.01% 1944
2021
Q2 		$16K Hold
400
– – ﹤0.01% 1971
2021
Q1 		$15K Buy
+400
New +$16.2K ﹤0.01% 2277

Other funds holding TMFS

GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
FAG
Fortitude Advisory Group Gig Harbor, Washington $262M AUM 42.09% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Spire Wealth Management's TMFS Position: Q4 2024 in Review

Spire Wealth Management sold out of Motley Fool Small-Cap Growth ETF (TMFS) in Q4 2024, closing a stake of 250 shares — an estimated $8.3K sold.

Spire Wealth Management first reported a position in TMFS in Q1 2021 and held it in 15 quarters. The position peaked at $33K in Q4 2021. 29 funds tracked by Wall St. Rank hold TMFS as of Q4 2024.

  • Spire Wealth Management reported no remaining Motley Fool Small-Cap Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 250 Motley Fool Small-Cap Growth ETF shares in Q4 2024, an estimated $8.3K.
  • Spire Wealth Management first reported a position in Motley Fool Small-Cap Growth ETF in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's Motley Fool Small-Cap Growth ETF position peaked at $33K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held Motley Fool Small-Cap Growth ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.