Ownership history in Spire Wealth Management · 9 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in TWO RDS SHARED TR (LSAT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 32,239 | -48,565 | -60.1% | 0.04% | $1.3M | $38.86 |
| 2025 Q3 | REDUCED | 80,804 | -7,754 | -8.8% | 0.11% | $3.3M | $40.61 |
| 2025 Q2 | REDUCED | 88,558 | -46,720 | -34.5% | 0.12% | $3.4M | $38.86 |
| 2025 Q1 | REDUCED | 135,278 | -2,458 | -1.8% | 0.17% | $5.4M | $39.36 |
| 2024 Q4 | REDUCED | 137,736 | -6,001 | -4.2% | 0.17% | $5.5M | $39.47 |
| 2024 Q3 | REDUCED | 143,737 | -2,448 | -1.7% | 0.20% | $6.0M | $40.45 |
| 2024 Q2 | REDUCED | 146,185 | -1,476 | -1.0% | 0.20% | $5.6M | $37.10 |
| 2024 Q1 | REDUCED | 147,661 | -2,503 | -1.7% | 0.10% | $5.7M | $37.60 |
| 2023 Q4 | INITIATED | 150,164 | — | — | 0.17% | $5.2M | — |
As of 2025 Q4 — sorted by position size