Spire Wealth Management
XYL icon

Spire Wealth Management’s Xylem XYL Stock Holding History

Spire Wealth Management’s Portfolio XYL Stock Details XYL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$20.1K Buy
198
+19
+11% +$2.17K ﹤0.01% 1398
2026
Q2 		$21.2K Sell
179
-4
-2% -$462 ﹤0.01% 1427
2026
Q1 		$21.9K Sell
183
-27
-13% -$3.54K ﹤0.01% 1394
2025
Q4 		$28.6K Buy
210
+28
+15% +$4.03K ﹤0.01% 1349
2025
Q3 		$26.8K Sell
182
-1
-0.5% -$139 ﹤0.01% 1431
2025
Q2 		$23.7K Sell
183
-93
-34% -$11.3K ﹤0.01% 1454
2025
Q1 		$33K Sell
276
-87
-24% -$10.8K ﹤0.01% 1435
2024
Q4 		$42.2K Sell
363
-130
-26% -$16.4K ﹤0.01% 1344
2024
Q3 		$66.6K Buy
493
+1
+0.2% +$134 ﹤0.01% 1048
2024
Q2 		$66.7K Buy
492
+1
+0.2% +$136 ﹤0.01% 1022
2024
Q1 		$63.5K Buy
491
+6
+1% +$725 ﹤0.01% 1133
2023
Q4 		$54.3K Buy
485
+382
+371% +$38.1K ﹤0.01% 1183
2023
Q3 		$9.38K Sell
103
-128
-55% -$13.2K ﹤0.01% 1754
2023
Q2 		$26K Sell
231
-100
-30% -$10.6K ﹤0.01% 1474
2023
Q1 		$34.7K Buy
331
+99
+43% +$10.3K ﹤0.01% 1369
2022
Q4 		$26K Buy
232
+2
+0.9% +$210 ﹤0.01% 1266
2022
Q3 		$20K Sell
230
-99
-30% -$9K ﹤0.01% 1341
2022
Q2 		$26K Sell
329
-425
-56% -$35.1K ﹤0.01% 1568
2022
Q1 		$64K Sell
754
-450
-37% -$43.1K ﹤0.01% 1351
2021
Q4 		$144K Buy
1,204
+49
+4% +$6.08K ﹤0.01% 1249
2021
Q3 		$143K Buy
1,155
+2
+0.2% +$257 ﹤0.01% 1058
2021
Q2 		$138K Sell
1,153
-289
-20% -$33K ﹤0.01% 1075
2021
Q1 		$152K Buy
+1,442
New +$146K ﹤0.01% 1188

Other funds holding XYL

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $13B AUM 14.15% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Spire Wealth Management's XYL Position: Q3 2026 in Review

Spire Wealth Management increased its Xylem (XYL) stake by 11% in Q3 2026, buying an estimated $2.17K and bringing the position to 198 shares worth $20.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1398.

Spire Wealth Management first reported a position in XYL in Q1 2021 and has held it in 23 quarters since. The position peaked at $152K in Q1 2021. 775 funds tracked by Wall St. Rank hold XYL as of Q3 2026.

  • Spire Wealth Management held 198 shares of Xylem worth $20.1K as of Q3 2026.
  • Spire Wealth Management bought 19 Xylem shares in Q3 2026, an estimated $2.17K.
  • Xylem made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1398 holding.
  • Spire Wealth Management first reported a position in Xylem in Q1 2021 and has held it in 23 quarters since.
  • Spire Wealth Management's Xylem position peaked at $152K in Q1 2021.
  • 775 funds tracked by Wall St. Rank held Xylem as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.