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 Q3	$21.3K	Buy	675 +500	+286%	+$13.3K	﹤0.01%	1386
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	$8.82K	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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Penn Capital Management Philadelphia, Pennsylvania $1.37B AUM 42.56% 1-Year Est. Return

Marathon Capital Management Hunt Valley, Maryland $488M AUM 28.5% 1-Year Est. Return

RIA

RPG Investment Advisory Pleasanton, California $540M AUM 37.68% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

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

Spire Wealth Management increased its Zeta Global (ZETA) stake by 286% in Q3 2026, buying an estimated $13.3K and bringing the position to 675 shares worth $21.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1386.

Spire Wealth Management first reported a position in ZETA in Q2 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold ZETA as of Q3 2026.

Spire Wealth Management held 675 shares of Zeta Global worth $21.3K as of Q3 2026.
Spire Wealth Management bought 500 Zeta Global shares in Q3 2026, an estimated $13.3K.
Zeta Global made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1386 holding.
Spire Wealth Management first reported a position in Zeta Global in Q2 2024 and has held it in 10 quarters since.
165 funds tracked by Wall St. Rank held Zeta Global as of Q3 2026.

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