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SWM
Spire Wealth Management’s
Dentsply Sirona
XRAY
Stock Holding History
Spire Wealth Management’s Portfolio
XRAY Stock Details
XRAY Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q4
–
Sell
-85
Closed
-$1.08K
–
2496
2025
Q3
$1.08K
Buy
85
+8
+10%
+$116
﹤0.01%
2264
2025
Q2
$1.22K
Buy
77
+11
+17%
+$165
﹤0.01%
2247
2025
Q1
$986
Buy
+66
New
+$1.17K
﹤0.01%
2393
2024
Q4
–
Sell
-25
Closed
-$677
–
2526
2024
Q3
$677
Sell
25
-16
-39%
-$409
﹤0.01%
2130
2024
Q2
$1.02K
Sell
41
-15
-27%
-$430
﹤0.01%
2115
2024
Q1
$1.86K
Buy
56
+7
+14%
+$239
﹤0.01%
2113
2023
Q4
$1.75K
Sell
49
-2
-4%
-$63
﹤0.01%
2168
2023
Q3
$1.74K
Buy
51
+26
+104%
+$989
﹤0.01%
2158
2023
Q2
$1K
Sell
25
-13
-34%
-$517
﹤0.01%
2307
2023
Q1
$1.49K
Sell
38
-14
-27%
-$514
﹤0.01%
2320
2022
Q4
$2K
Sell
52
-14
-21%
-$422
﹤0.01%
2119
2022
Q3
$2K
Buy
66
+28
+74%
+$957
﹤0.01%
2011
2022
Q2
$1K
Sell
38
-26
-41%
-$1.05K
﹤0.01%
2602
2022
Q1
$3K
Buy
64
+39
+156%
+$2.06K
﹤0.01%
2355
2021
Q4
$1K
Hold
25
–
–
﹤0.01%
2902
2021
Q3
$1K
Hold
25
–
–
﹤0.01%
2551
2021
Q2
$2K
Sell
25
-110
-81%
-$7.25K
﹤0.01%
2510
2021
Q1
$9K
Buy
+135
New
+$7.83K
﹤0.01%
2460
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1-Year Est. Return
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32.99%
1-Year Est. Return
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$29.7B AUM
43.33%
1-Year Est. Return
Lazard Asset Management
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$60.7B AUM
22.47%
1-Year Est. Return
CB
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Philadelphia, Pennsylvania
$8.84B AUM
6.92%
1-Year Est. Return
AC
Armistice Capital
New York
$3.03B AUM
36.06%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
AI
Ariel Investments
Chicago, Illinois
$8.93B AUM
29.58%
1-Year Est. Return
ICM
Invenomic Capital Management
Boston, Massachusetts
$2.17B AUM
0.03%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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