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Spire Wealth Management’s Tradeweb Markets TW Stock Holding History

Spire Wealth Management’s Portfolio TW Stock Details TW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$30K Sell
301
-182
-38% -$19.7K ﹤0.01% 1316
2026
Q1 		$56.8K Buy
483
+183
+61% +$20.9K ﹤0.01% 1136
2025
Q4 		$32.3K Sell
300
-312
-51% -$33.5K ﹤0.01% 1317
2025
Q3 		$67.9K Buy
612
+5
+0.8% +$643 ﹤0.01% 1134
2025
Q2 		$88.9K Sell
607
-6,738
-92% -$940K ﹤0.01% 1019
2025
Q1 		$1.09M Buy
7,345
+6,928
+1,661% +$921K 0.03% 385
2024
Q4 		$54.6K Buy
417
+117
+39% +$15.4K ﹤0.01% 1250
2024
Q3 		$37.1K Hold
300
– – ﹤0.01% 1231
2024
Q2 		$31.8K Sell
300
-7,486
-96% -$791K ﹤0.01% 1267
2024
Q1 		$811K Sell
7,786
-539
-6% -$54.2K 0.01% 417
2023
Q4 		$815K Buy
8,325
+8,025
+2,675% +$717K 0.03% 404
2023
Q3 		$24.1K Hold
300
– – ﹤0.01% 1434
2023
Q2 		$20.5K Hold
300
– – ﹤0.01% 1581
2023
Q1 		$23.7K Hold
300
– – ﹤0.01% 1552
2022
Q4 		$19K Hold
300
– – ﹤0.01% 1397
2022
Q3 		$17K Hold
300
– – ﹤0.01% 1396
2022
Q2 		$20K Hold
300
– – ﹤0.01% 1679
2022
Q1 		$26K Sell
300
-800
-73% -$69.4K ﹤0.01% 1707
2021
Q4 		$110K Hold
1,100
– – ﹤0.01% 1368
2021
Q3 		$89K Buy
1,100
+800
+267% +$69K ﹤0.01% 1237
2021
Q2 		$25K Hold
300
– – ﹤0.01% 1786
2021
Q1 		$22K Buy
+300
New +$20.6K ﹤0.01% 2115

Other funds holding TW

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
CG
Carmignac Gestion Paris, France $7.71B AUM 4.02% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return

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

Spire Wealth Management reduced its Tradeweb Markets (TW) stake by 38% in Q2 2026, selling an estimated $19.7K and leaving 301 shares worth $30K. The position accounts for ﹤0.01% of the portfolio, ranked #1316.

Spire Wealth Management first reported a position in TW in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.09M in Q1 2025. 560 funds tracked by Wall St. Rank hold TW as of Q2 2026.

  • Spire Wealth Management held 301 shares of Tradeweb Markets worth $30K as of Q2 2026.
  • Spire Wealth Management sold 182 Tradeweb Markets shares in Q2 2026, an estimated $19.7K.
  • Tradeweb Markets made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1316 holding.
  • Spire Wealth Management first reported a position in Tradeweb Markets in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Tradeweb Markets position peaked at $1.09M in Q1 2025.
  • 560 funds tracked by Wall St. Rank held Tradeweb Markets as of Q2 2026.

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