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Spire Wealth Management’s Clear Secure YOU Stock Holding History

Spire Wealth Management’s Portfolio YOU Stock Details YOU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-200
Closed -$6.68K – 2497
2025
Q3 		$6.68K Buy
+200
New +$6.63K ﹤0.01% 1890
2024
Q4 		– Sell
-9,133
Closed -$303K – 2527
2024
Q3 		$303K Buy
+9,133
New +$236K 0.01% 637

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $10.3B AUM 29.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Spire Wealth Management sold out of Clear Secure (YOU) in Q4 2025, closing a stake of 200 shares — an estimated $6.68K sold.

Spire Wealth Management first reported a position in YOU in Q3 2024 and held it in 2 quarters. The position peaked at $303K in Q3 2024. 388 funds tracked by Wall St. Rank hold YOU as of Q4 2025.

  • Spire Wealth Management reported no remaining Clear Secure position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 200 Clear Secure shares in Q4 2025, an estimated $6.68K.
  • Spire Wealth Management first reported a position in Clear Secure in Q3 2024 and held it in 2 quarters.
  • Spire Wealth Management's Clear Secure position peaked at $303K in Q3 2024.
  • 388 funds tracked by Wall St. Rank held Clear Secure as of Q4 2025.

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