SWM
WK icon

Spire Wealth Management’s Workiva WK Stock Holding History

Spire Wealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-42
Closed -$3.07K – 2279
2024
Q2 		$3.07K Sell
42
-9
-18% -$708 ﹤0.01% 1927
2024
Q1 		$4.33K Hold
51
– – ﹤0.01% 1962
2023
Q4 		$4.93K Hold
51
– – ﹤0.01% 1959
2023
Q3 		$5.17K Hold
51
– – ﹤0.01% 1937
2023
Q2 		$5.18K Sell
51
-14
-22% -$1.35K ﹤0.01% 1991
2023
Q1 		$6.66K Sell
65
-36
-36% -$3.26K ﹤0.01% 1971
2022
Q4 		$8K Buy
101
+50
+98% +$3.88K ﹤0.01% 1715
2022
Q3 		$4K Sell
51
-100
-66% -$6.83K ﹤0.01% 1831
2022
Q2 		$10K Hold
151
– – ﹤0.01% 1933
2022
Q1 		$18K Hold
151
– – ﹤0.01% 1860
2021
Q4 		$20K Hold
151
– – ﹤0.01% 2123
2021
Q3 		$21K Hold
151
– – ﹤0.01% 1845
2021
Q2 		$17K Buy
151
+98
+185% +$9.52K ﹤0.01% 1954
2021
Q1 		$5K Buy
+53
New +$5.25K ﹤0.01% 2656

Other funds holding WK

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return