SWM
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Spire Wealth Management’s Zillow Z Stock Holding History

Spire Wealth Management’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.28K Sell
200
-100
-33% -$5.32K ﹤0.01% 1683
2025
Q4 		$20.5K Hold
300
– – ﹤0.01% 1476
2025
Q3 		$23.1K Sell
300
-3,440
-92% -$281K ﹤0.01% 1485
2025
Q2 		$262K Buy
3,740
+3,310
+770% +$223K 0.01% 693
2025
Q1 		$29.5K Buy
430
+130
+43% +$9.94K ﹤0.01% 1485
2024
Q4 		$22.2K Buy
300
+200
+200% +$14.3K ﹤0.01% 1591
2024
Q3 		$6.38K Sell
100
-280
-74% -$15K ﹤0.01% 1763
2024
Q2 		$17.6K Buy
380
+120
+46% +$5.28K ﹤0.01% 1483
2024
Q1 		$12.7K Sell
260
-40
-13% -$2.18K ﹤0.01% 1643
2023
Q4 		$16.3K Buy
300
+66
+28% +$2.91K ﹤0.01% 1600
2023
Q3 		$10.8K Hold
234
– – ﹤0.01% 1708
2023
Q2 		$11.7K Sell
234
-100
-30% -$4.6K ﹤0.01% 1759
2023
Q1 		$14.8K Buy
334
+200
+149% +$8.5K ﹤0.01% 1724
2022
Q4 		$4K Buy
134
+34
+34% +$1.13K ﹤0.01% 1932
2022
Q3 		$3K Sell
100
-300
-75% -$10.4K ﹤0.01% 1906
2022
Q2 		$13K Sell
400
-300
-43% -$12.1K ﹤0.01% 1842
2022
Q1 		$35K Sell
700
-20
-3% -$1.07K ﹤0.01% 1598
2021
Q4 		$46K Sell
720
-79
-10% -$5.69K ﹤0.01% 1781
2021
Q3 		$70K Sell
799
-15
-2% -$1.52K ﹤0.01% 1338
2021
Q2 		$99K Sell
814
-91
-10% -$11.1K ﹤0.01% 1187
2021
Q1 		$117K Buy
+905
New +$134K ﹤0.01% 1333

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VPM
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IFP
Independent Franchise Partners London, United Kingdom $14.3B AUM 3.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return