SWM
WWD icon

Spire Wealth Management’s Woodward WWD Stock Holding History

Spire Wealth Management’s Portfolio WWD Stock Details WWD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$15K Hold
42
– – ﹤0.01% 1505
2025
Q4 		$12.7K Hold
42
– – ﹤0.01% 1637
2025
Q3 		$10.6K Hold
42
– – ﹤0.01% 1727
2025
Q2 		$10.3K Hold
42
– – ﹤0.01% 1711
2025
Q1 		$7.67K Hold
42
– – ﹤0.01% 1924
2024
Q4 		$6.99K Hold
42
– – ﹤0.01% 1954
2024
Q3 		$7.2K Hold
42
– – ﹤0.01% 1731
2024
Q2 		$7.32K Hold
42
– – ﹤0.01% 1729
2024
Q1 		$6.47K Hold
42
– – ﹤0.01% 1865
2023
Q4 		$5.72K Sell
42
-18
-30% -$2.35K ﹤0.01% 1922
2023
Q3 		$7.46K Hold
60
– – ﹤0.01% 1822
2023
Q2 		$7.13K Hold
60
– – ﹤0.01% 1906
2023
Q1 		$5.84K Hold
60
– – ﹤0.01% 1997
2022
Q4 		$6K Buy
60
+18
+43% +$1.66K ﹤0.01% 1803
2022
Q3 		$3K Sell
42
-18
-30% -$1.7K ﹤0.01% 1905
2022
Q2 		$6K Hold
60
– – ﹤0.01% 2097
2022
Q1 		$7K Buy
60
+42
+233% +$4.94K ﹤0.01% 2169
2021
Q4 		$2K Hold
18
– – ﹤0.01% 2821
2021
Q3 		$2K Sell
18
-18
-50% -$2.14K ﹤0.01% 2496
2021
Q2 		$4K Sell
36
-28
-44% -$3.45K ﹤0.01% 2385
2021
Q1 		$3K Buy
+64
New +$7.63K ﹤0.01% 2787

Other funds holding WWD

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return