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Spire Wealth Management’s Trade Desk TTD Stock Holding History

Spire Wealth Management’s Portfolio TTD Stock Details TTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.9K Sell
2,703
-2,971
-52% -$63.1K ﹤0.01% 1187
2026
Q1 		$129K Sell
5,674
-770
-12% -$22.2K ﹤0.01% 914
2025
Q4 		$245K Sell
6,444
-1,119
-15% -$49.6K 0.01% 745
2025
Q3 		$371K Buy
7,563
+44
+0.6% +$2.79K 0.01% 613
2025
Q2 		$541K Sell
7,519
-296
-4% -$18.9K 0.02% 485
2025
Q1 		$428K Sell
7,815
-4,449
-36% -$403K 0.01% 611
2024
Q4 		$1.44M Buy
12,264
+685
+6% +$84.8K 0.04% 312
2024
Q3 		$1.27M Sell
11,579
-1,503
-11% -$150K 0.04% 322
2024
Q2 		$1.28M Sell
13,082
-3,768
-22% -$340K 0.05% 294
2024
Q1 		$1.47M Sell
16,850
-1,358
-7% -$103K 0.03% 294
2023
Q4 		$1.22M Sell
18,208
-1,064
-6% -$78.2K 0.04% 324
2023
Q3 		$1.51M Buy
19,272
+667
+4% +$53.9K 0.06% 256
2023
Q2 		$1.44M Sell
18,605
-3,995
-18% -$270K 0.05% 276
2023
Q1 		$1.38M Buy
22,600
+2,815
+14% +$150K 0.05% 286
2022
Q4 		$887K Buy
19,785
+601
+3% +$30.5K 0.05% 256
2022
Q3 		$1.15M Sell
19,184
-4,956
-21% -$282K 0.07% 193
2022
Q2 		$1.01M Sell
24,140
-7,364
-23% -$403K 0.04% 329
2022
Q1 		$2.18M Sell
31,504
-132,540
-81% -$9.57M 0.06% 254
2021
Q4 		$15.1M Buy
164,044
+430
+0.3% +$37.7K 0.33% 80
2021
Q3 		$11.5M Buy
163,614
+131,585
+411% +$10.2M 0.3% 94
2021
Q2 		$2.47M Buy
32,029
+1,729
+6% +$110K 0.07% 253
2021
Q1 		$1.98M Buy
+30,300
New +$2.34M 0.05% 284

Other funds holding TTD

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $782B AUM 28.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

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

Spire Wealth Management reduced its Trade Desk (TTD) stake by 52% in Q2 2026, selling an estimated $63.1K and leaving 2,703 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1187.

Spire Wealth Management first reported a position in TTD in Q1 2021 and has held it in 22 quarters since. The position peaked at $15.1M in Q4 2021. 681 funds tracked by Wall St. Rank hold TTD as of Q2 2026.

  • Spire Wealth Management held 2,703 shares of Trade Desk worth $48.9K as of Q2 2026.
  • Spire Wealth Management sold 2,971 Trade Desk shares in Q2 2026, an estimated $63.1K.
  • Trade Desk made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1187 holding.
  • Spire Wealth Management first reported a position in Trade Desk in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Trade Desk position peaked at $15.1M in Q4 2021.
  • 681 funds tracked by Wall St. Rank held Trade Desk as of Q2 2026.

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