SWM
TSME icon

Spire Wealth Management’s Thrivent Small-Mid Cap ESG ETF TSME Stock Holding History

Spire Wealth Management’s Portfolio TSME Stock Details TSME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,500
Closed -$49.9K – 2568
2025
Q1 		$49.9K Hold
1,500
– – ﹤0.01% 1282
2024
Q4 		$55K Buy
+1,500
New +$56.9K ﹤0.01% 1247

Other funds holding TSME

Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CAM
Clarity Asset Management Ames, Iowa $204M AUM 16.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Spire Wealth Management's TSME Position: Q2 2025 in Review

Spire Wealth Management sold out of Thrivent Small-Mid Cap ESG ETF (TSME) in Q2 2025, closing a stake of 1,500 shares — an estimated $49.9K sold.

Spire Wealth Management first reported a position in TSME in Q4 2024 and held it in 2 quarters. The position peaked at $55K in Q4 2024. 16 funds tracked by Wall St. Rank hold TSME as of Q2 2025.

  • Spire Wealth Management reported no remaining Thrivent Small-Mid Cap ESG ETF position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,500 Thrivent Small-Mid Cap ESG ETF shares in Q2 2025, an estimated $49.9K.
  • Spire Wealth Management first reported a position in Thrivent Small-Mid Cap ESG ETF in Q4 2024 and held it in 2 quarters.
  • Spire Wealth Management's Thrivent Small-Mid Cap ESG ETF position peaked at $55K in Q4 2024.
  • 16 funds tracked by Wall St. Rank held Thrivent Small-Mid Cap ESG ETF as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.