Spire Wealth Management’s Zeta Global ZETA Stock Holding History

Spire Wealth Management’s Portfolio ZETA Stock Details ZETA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.44K	Buy	175 +25	+17%	+$464	﹤0.01%	1901
2026 Q1	$2.39K	Hold	150	–	–	﹤0.01%	2008
2025 Q4	$3.05K	Hold	150	–	–	﹤0.01%	2010
2025 Q3	$2.98K	Hold	150	–	–	﹤0.01%	2077
2025 Q2	$2.32K	Sell	150 -30	-17%	-$398	﹤0.01%	2146
2025 Q1	$2.44K	Sell	180 -310	-63%	-$5.54K	﹤0.01%	2242
2024 Q4	$8.81K	Sell	490 -50	-9%	-$1.26K	﹤0.01%	1871
2024 Q3	$16.1K	Buy	540 +135	+33%	+$3.18K	﹤0.01%	1502
2024 Q2	$7.15K	Buy	+405	New	+$5.94K	﹤0.01%	1737

Other funds holding ZETA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Greenvale Capital London, United Kingdom $916M AUM 32.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Spire Wealth Management increased its Zeta Global (ZETA) stake by 17% in Q2 2026, buying an estimated $464 and bringing the position to 175 shares worth $3.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1901.

Spire Wealth Management first reported a position in ZETA in Q2 2024 and has held it in 9 quarters since. The position peaked at $16.1K in Q3 2024. 418 funds tracked by Wall St. Rank hold ZETA as of Q2 2026.

Spire Wealth Management held 175 shares of Zeta Global worth $3.44K as of Q2 2026.
Spire Wealth Management bought 25 Zeta Global shares in Q2 2026, an estimated $464.
Zeta Global made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1901 holding.
Spire Wealth Management first reported a position in Zeta Global in Q2 2024 and has held it in 9 quarters since.
Spire Wealth Management's Zeta Global position peaked at $16.1K in Q3 2024.
418 funds tracked by Wall St. Rank held Zeta Global as of Q2 2026.

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