SWM
XWEL icon

Spire Wealth Management’s XWELL XWEL Stock Holding History

Spire Wealth Management’s Portfolio XWEL Stock Details XWEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-751
Closed -$30K – 2915
2021
Q4 		$30K Buy
+751
New +$23.8K ﹤0.01% 1956
2021
Q2 		– Sell
-228
Closed -$8K – 3003
2021
Q1 		$8K Buy
+228
New +$8.71K ﹤0.01% 2496

Other funds holding XWEL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Spire Wealth Management's XWEL Position: Q1 2022 in Review

Spire Wealth Management sold out of XWELL (XWEL) in Q1 2022, closing a stake of 751 shares — an estimated $30K sold.

Spire Wealth Management first reported a position in XWEL in Q1 2021 and held it in 2 quarters. The position peaked at $30K in Q4 2021. 49 funds tracked by Wall St. Rank hold XWEL as of Q1 2022.

  • Spire Wealth Management reported no remaining XWELL position as of Q1 2022 after selling out during the quarter.
  • Spire Wealth Management sold 751 XWELL shares in Q1 2022, an estimated $30K.
  • Spire Wealth Management first reported a position in XWELL in Q1 2021 and held it in 2 quarters.
  • Spire Wealth Management's XWELL position peaked at $30K in Q4 2021.
  • 49 funds tracked by Wall St. Rank held XWELL as of Q1 2022.

Based on Spire Wealth Management's 13F filing for Q1 2022, filed 18 Apr 2022.