SWM
X

Spire Wealth Management’s US Steel X Stock Holding History

Spire Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$12.7K – 2592
2025
Q1 		$12.7K Sell
300
-1,603
-84% -$60.7K ﹤0.01% 1767
2024
Q4 		$64.7K Buy
+1,903
New +$70.2K ﹤0.01% 1186
2022
Q2 		– Sell
-1,401
Closed -$53K – 2851
2022
Q1 		$53K Sell
1,401
-4,569
-77% -$124K ﹤0.01% 1431
2021
Q4 		$142K Buy
5,970
+3,449
+137% +$81.3K ﹤0.01% 1255
2021
Q3 		$55K Sell
2,521
-2,065
-45% -$51.7K ﹤0.01% 1440
2021
Q2 		$110K Sell
4,586
-894
-16% -$22K ﹤0.01% 1157
2021
Q1 		$135K Buy
+5,480
New +$108K ﹤0.01% 1255

Other funds holding X

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CAWM
Capital A Wealth Management New Castle, Pennsylvania $8.94M AUM
SS
Sunbelt Securities Houston, Texas $1.58B AUM 28.96% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

Spire Wealth Management sold out of US Steel (X) in Q2 2025, closing a stake of 300 shares — an estimated $12.7K sold.

Spire Wealth Management first reported a position in X in Q1 2021 and held it in 7 quarters. The position peaked at $142K in Q4 2021. 6 funds tracked by Wall St. Rank hold X as of Q2 2025.

  • Spire Wealth Management reported no remaining US Steel position as of Q2 2025 after selling out during the quarter.
  • Spire Wealth Management sold 300 US Steel shares in Q2 2025, an estimated $12.7K.
  • Spire Wealth Management first reported a position in US Steel in Q1 2021 and held it in 7 quarters.
  • Spire Wealth Management's US Steel position peaked at $142K in Q4 2021.
  • 6 funds tracked by Wall St. Rank held US Steel as of Q2 2025.

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