SWM
XHR

Spire Wealth Management’s Xenia Hotels & Resorts XHR Stock Holding History

Spire Wealth Management’s Portfolio XHR Stock Details XHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,389
Closed -$19.1K – 2495
2025
Q3 		$19.1K Sell
1,389
-348
-20% -$4.73K ﹤0.01% 1543
2025
Q2 		$21.8K Hold
1,737
– – ﹤0.01% 1487
2025
Q1 		$20.4K Buy
+1,737
New +$24.2K ﹤0.01% 1605
2024
Q1 		– Sell
-1,028
Closed -$13.6K – 2421
2023
Q4 		$13.6K Hold
1,028
– – ﹤0.01% 1657
2023
Q3 		$12.1K Hold
1,028
– – ﹤0.01% 1669
2023
Q2 		$12.7K Hold
1,028
– – ﹤0.01% 1735
2023
Q1 		$13.5K Hold
1,028
– – ﹤0.01% 1757
2022
Q4 		$14K Buy
+1,028
New +$15.3K ﹤0.01% 1508
2022
Q3 		– Sell
-1,394
Closed -$20K – 2638
2022
Q2 		$20K Hold
1,394
– – ﹤0.01% 1680
2022
Q1 		$27K Hold
1,394
– – ﹤0.01% 1691
2021
Q4 		$25K Hold
1,394
– – ﹤0.01% 2047
2021
Q3 		$25K Hold
1,394
– – ﹤0.01% 1771
2021
Q2 		$26K Hold
1,394
– – ﹤0.01% 1778
2021
Q1 		$7K Buy
+1,394
New +$24.6K ﹤0.01% 2545

Other funds holding XHR

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Wellington Management Group
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State Street
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Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return