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	–	2420
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	–	2637
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Spire Wealth Management's XHR Position: Q4 2025 in Review

Spire Wealth Management sold out of Xenia Hotels & Resorts (XHR) in Q4 2025, closing a stake of 1,389 shares — an estimated $19.1K sold.

Spire Wealth Management first reported a position in XHR in Q1 2021 and held it in 14 quarters. The position peaked at $27K in Q1 2022. 271 funds tracked by Wall St. Rank hold XHR as of Q4 2025.

Spire Wealth Management reported no remaining Xenia Hotels & Resorts position as of Q4 2025 after selling out during the quarter.
Spire Wealth Management sold 1,389 Xenia Hotels & Resorts shares in Q4 2025, an estimated $19.1K.
Spire Wealth Management first reported a position in Xenia Hotels & Resorts in Q1 2021 and held it in 14 quarters.
Spire Wealth Management's Xenia Hotels & Resorts position peaked at $27K in Q1 2022.
271 funds tracked by Wall St. Rank held Xenia Hotels & Resorts as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.