Ownership history in Spire Wealth Management · 18 quarters on record
This page tracks every 13F SEC filing in which Spire Wealth Management reported a position in SPDR SER TR (SPMB). 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 Q3 | REDUCED | 1,258 | -768 | -37.9% | 0.00% | $28K | $21.96 |
| 2025 Q2 | REDUCED | 2,026 | -1,850 | -47.7% | 0.00% | $45K | $21.42 |
| 2025 Q1 | REDUCED | 3,876 | -1,204 | -23.7% | 0.00% | $85K | $21.18 |
| 2024 Q4 | REDUCED | 5,080 | -10,217 | -66.8% | 0.00% | $109K | $20.57 |
| 2024 Q3 | REDUCED | 15,297 | -2,799 | -15.5% | 0.01% | $345K | $21.21 |
| 2024 Q2 | REDUCED | 18,096 | -3,962 | -18.0% | 0.01% | $390K | $20.13 |
| 2024 Q1 | ADDED | 22,058 | +2,995 | +15.7% | 0.01% | $479K | $20.09 |
| 2023 Q4 | ADDED | 19,063 | +2,549 | +15.4% | 0.01% | $414K | $20.30 |
| 2023 Q3 | ADDED | 16,514 | +15,528 | +1574.8% | 0.01% | $343K | $18.91 |
| 2023 Q2 | REDUCED | 986 | -671 | -40.5% | 0.00% | $22K | $19.75 |
As of 2025 Q4 — sorted by position size