SWM
XYZ

Spire Wealth Management’s Block Inc XYZ Stock Holding History

Spire Wealth Management’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$82.8K Sell
1,090
-600
-36% -$42.2K ﹤0.01% 1026
2026
Q1 		$102K Sell
1,690
-21
-1% -$1.28K ﹤0.01% 951
2025
Q4 		$111K Buy
1,711
+518
+43% +$35.7K ﹤0.01% 959
2025
Q3 		$86.2K Buy
1,193
+14
+1% +$1.05K ﹤0.01% 1043
2025
Q2 		$80.1K Sell
1,179
-96
-8% -$5.58K ﹤0.01% 1050
2025
Q1 		$69.3K Sell
1,275
-11,619
-90% -$867K ﹤0.01% 1175
2024
Q4 		$1.1M Buy
12,894
+11,053
+600% +$907K 0.03% 371
2024
Q3 		$124K Buy
1,841
+400
+28% +$25.8K ﹤0.01% 846
2024
Q2 		$92.9K Buy
1,441
+36
+3% +$2.52K ﹤0.01% 910
2024
Q1 		$119K Sell
1,405
-591
-30% -$42.7K ﹤0.01% 936
2023
Q4 		$131K Buy
1,996
+9
+0.5% +$509 ﹤0.01% 916
2023
Q3 		$88K Sell
1,987
-174
-8% -$10.8K ﹤0.01% 990
2023
Q2 		$144K Buy
2,161
+51
+2% +$3.19K 0.01% 840
2023
Q1 		$145K Buy
2,110
+792
+60% +$59.3K 0.01% 836
2022
Q4 		$83K Sell
1,318
-721
-35% -$44.5K ﹤0.01% 811
2022
Q3 		$112K Sell
2,039
-5,663
-74% -$401K 0.01% 675
2022
Q2 		$473K Sell
7,702
-2,595
-25% -$237K 0.02% 493
2022
Q1 		$1.4M Sell
10,297
-1,301
-11% -$158K 0.04% 322
2021
Q4 		$1.88M Sell
11,598
-1,343
-10% -$291K 0.04% 324
2021
Q3 		$3.06M Buy
12,941
+3,911
+43% +$1M 0.08% 221
2021
Q2 		$2.2M Sell
9,030
-1,433
-14% -$332K 0.06% 275
2021
Q1 		$2.36M Buy
+10,463
New +$2.45M 0.06% 248

Other funds holding XYZ

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CAM
Contour Asset Management New York $4.22B AUM 26.55% 1-Year Est. Return

Spire Wealth Management's XYZ Position: Q2 2026 in Review

Spire Wealth Management reduced its Block Inc (XYZ) stake by 36% in Q2 2026, selling an estimated $42.2K and leaving 1,090 shares worth $82.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1026.

Spire Wealth Management first reported a position in XYZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $3.06M in Q3 2021. 1,078 funds tracked by Wall St. Rank hold XYZ as of Q2 2026.

  • Spire Wealth Management held 1,090 shares of Block Inc worth $82.8K as of Q2 2026.
  • Spire Wealth Management sold 600 Block Inc shares in Q2 2026, an estimated $42.2K.
  • Block Inc made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1026 holding.
  • Spire Wealth Management first reported a position in Block Inc in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Block Inc position peaked at $3.06M in Q3 2021.
  • 1,078 funds tracked by Wall St. Rank held Block Inc as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.