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Spire Wealth Management → STT-PG
Spire Wealth Management STT-PG Position History
State Street Corporation • Banking
Quarters held
260
Latest value
$4K
Q3 2026
Peak value
$29.5M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $22K |
| Q4 2025 | $240K |
| Q4 2025 | $11K |
| Q4 2025 | $206K |
| Q4 2025 | $1.2M |
| Q4 2025 | $7K |
| Q4 2025 | $6K |
| Q4 2025 | $287K |
| Q4 2025 | $130K |
| Q4 2025 | $367K |
| Q4 2025 | $5K |
| Q4 2025 | $25K |
| Q4 2025 | $4K |
| Q4 2025 | $25K |
| Q4 2025 | $3K |
| Q4 2025 | $6K |
| Q4 2025 | $1.3M |
| Q4 2025 | $6.8M |
| Q4 2025 | $9K |
| Q4 2025 | $25K |
| Q4 2025 | $2K |
| Q4 2025 | $52K |
| Q4 2025 | $2M |
| Q4 2025 | $129K |
| Q4 2025 | $47K |
| Q4 2025 | $1.6M |
| Q4 2025 | $88K |
| Q4 2025 | $964K |
| Q4 2025 | $94K |
| Q4 2025 | $9.1M |
| Q4 2025 | $48K |
| Q4 2025 | $581K |
| Q4 2025 | $532K |
| Q4 2025 | $146K |
| Q4 2025 | $10K |
| Q4 2025 | $1K |
| Q4 2025 | $24K |
| Q4 2025 | $19K |
| Q4 2025 | $43K |
| Q4 2025 | $14K |
| Q4 2025 | $474K |
| Q4 2025 | $5.1M |
| Q4 2025 | $11K |
| Q4 2025 | $157K |
| Q4 2025 | $543K |
| Q4 2025 | $29K |
| Q4 2025 | $5K |
| Q4 2025 | $19K |
| Q4 2025 | $13.5M |
| Q4 2025 | $78K |
| Q4 2025 | $2.9M |
| Q4 2025 | $3.3M |
| Q4 2025 | $13K |
| Q4 2025 | $29.5M |
| Q4 2025 | $143K |
| Q4 2025 | $16.6M |
| Q4 2025 | $80K |
| Q4 2025 | $23.6M |
| Q4 2025 | $20.6M |
| Q4 2025 | $107K |
| Q4 2025 | $2.8M |
| Q4 2025 | $18K |
| Q4 2025 | $6.4M |
| Q4 2025 | $31K |
| Q4 2025 | $40K |
| Q1 2026 | $21K |
| Q1 2026 | $222K |
| Q1 2026 | $11K |
| Q1 2026 | $203K |
| Q1 2026 | $1.3M |
| Q1 2026 | $8K |
| Q1 2026 | $6K |
| Q1 2026 | $230K |
| Q1 2026 | $133K |
| Q1 2026 | $296K |
| Q1 2026 | $5K |
| Q1 2026 | $26K |
| Q1 2026 | $34K |
| Q1 2026 | $811 |
| Q1 2026 | $26K |
| Q1 2026 | $3K |
| Q1 2026 | $6K |
| Q1 2026 | $1M |
| Q1 2026 | $6.8M |
| Q1 2026 | $14K |
| Q1 2026 | $25K |
| Q1 2026 | $4K |
| Q1 2026 | $60K |
| Q1 2026 | $215K |
| Q1 2026 | $2M |
| Q1 2026 | $210K |
| Q1 2026 | $45K |
| Q1 2026 | $1.8M |
| Q1 2026 | $90K |
| Q1 2026 | $1.3M |
| Q1 2026 | $95K |
| Q1 2026 | $8.7M |
| Q1 2026 | $50K |
| Q1 2026 | $494K |
| Q1 2026 | $643K |
| Q1 2026 | $146K |
| Q1 2026 | $10K |
| Q1 2026 | $1K |
| Q1 2026 | $76K |
| Q1 2026 | $15K |
| Q1 2026 | $42K |
| Q1 2026 | $5K |
| Q1 2026 | $561K |
| Q1 2026 | $5.8M |
| Q1 2026 | $13K |
| Q1 2026 | $156K |
| Q1 2026 | $631K |
| Q1 2026 | $30K |
| Q1 2026 | $5K |
| Q1 2026 | $18K |
| Q1 2026 | $11.9M |
| Q1 2026 | $74K |
| Q1 2026 | $2.3M |
| Q1 2026 | $5.6M |
| Q1 2026 | $17K |
| Q1 2026 | $23.7M |
| Q1 2026 | $129K |
| Q1 2026 | $16.1M |
| Q1 2026 | $83K |
| Q1 2026 | $20.9M |
| Q1 2026 | $17M |
| Q1 2026 | $100K |
| Q1 2026 | $2.5M |
| Q1 2026 | $18K |
| Q1 2026 | $6.2M |
| Q1 2026 | $33K |
| Q1 2026 | $3K |
| Q2 2026 | $22K |
| Q2 2026 | $20K |
| Q2 2026 | $6K |
| Q2 2026 | $80K |
| Q2 2026 | $1.4M |
| Q2 2026 | $7K |
| Q2 2026 | $6K |
| Q2 2026 | $232K |
| Q2 2026 | $136K |
| Q2 2026 | $459K |
| Q2 2026 | $5K |
| Q2 2026 | $32K |
| Q2 2026 | $35K |
| Q2 2026 | $30K |
| Q2 2026 | $6K |
| Q2 2026 | $1.2M |
| Q2 2026 | $1K |
| Q2 2026 | $7.2M |
| Q2 2026 | $60K |
| Q2 2026 | $28K |
| Q2 2026 | $4K |
| Q2 2026 | $163K |
| Q2 2026 | $2.1M |
| Q2 2026 | $132K |
| Q2 2026 | $52K |
| Q2 2026 | $2.2M |
| Q2 2026 | $102K |
| Q2 2026 | $2.1M |
| Q2 2026 | $181K |
| Q2 2026 | $12.5M |
| Q2 2026 | $106K |
| Q2 2026 | $490K |
| Q2 2026 | $614K |
| Q2 2026 | $145K |
| Q2 2026 | $10K |
| Q2 2026 | $1K |
| Q2 2026 | $39K |
| Q2 2026 | $13K |
| Q2 2026 | $5K |
| Q2 2026 | $20K |
| Q2 2026 | $687K |
| Q2 2026 | $6.6M |
| Q2 2026 | $13K |
| Q2 2026 | $156K |
| Q2 2026 | $614K |
| Q2 2026 | $9K |
| Q2 2026 | $6K |
| Q2 2026 | $11K |
| Q2 2026 | $12.4M |
| Q2 2026 | $134K |
| Q2 2026 | $2.1M |
| Q2 2026 | $4M |
| Q2 2026 | $25K |
| Q2 2026 | $24.5M |
| Q2 2026 | $238K |
| Q2 2026 | $18.3M |
| Q2 2026 | $159K |
| Q2 2026 | $28M |
| Q2 2026 | $15.2M |
| Q2 2026 | $168K |
| Q2 2026 | $2.6M |
| Q2 2026 | $32K |
| Q2 2026 | $5.9M |
| Q2 2026 | $54K |
| Q2 2026 | $4K |
| Q3 2026 | $28K |
| Q3 2026 | $6K |
| Q3 2026 | $1.3M |
| Q3 2026 | $8K |
| Q3 2026 | $6K |
| Q3 2026 | $218K |
| Q3 2026 | $60K |
| Q3 2026 | $403K |
| Q3 2026 | $5K |
| Q3 2026 | $33K |
| Q3 2026 | $3K |
| Q3 2026 | $28K |
| Q3 2026 | $6K |
| Q3 2026 | $1.2M |
| Q3 2026 | $1K |
| Q3 2026 | $6.9M |
| Q3 2026 | $15K |
| Q3 2026 | $26K |
| Q3 2026 | $12K |
| Q3 2026 | $56K |
| Q3 2026 | $2.1M |
| Q3 2026 | $211K |
| Q3 2026 | $48K |
| Q3 2026 | $2.1M |
| Q3 2026 | $95K |
| Q3 2026 | $2.6M |
| Q3 2026 | $129K |
| Q3 2026 | $12.3M |
| Q3 2026 | $138K |
| Q3 2026 | $362K |
| Q3 2026 | $653K |
| Q3 2026 | $143K |
| Q3 2026 | $10K |
| Q3 2026 | $1K |
| Q3 2026 | $32K |
| Q3 2026 | $5K |
| Q3 2026 | $17K |
| Q3 2026 | $639K |
| Q3 2026 | $6.2M |
| Q3 2026 | $30K |
| Q3 2026 | $152K |
| Q3 2026 | $639K |
| Q3 2026 | $32K |
| Q3 2026 | $6K |
| Q3 2026 | $11K |
| Q3 2026 | $12.9M |
| Q3 2026 | $188K |
| Q3 2026 | $188K |
| Q3 2026 | $1.9M |
| Q3 2026 | $4M |
| Q3 2026 | $38K |
| Q3 2026 | $26.1M |
| Q3 2026 | $309K |
| Q3 2026 | $16.1M |
| Q3 2026 | $189K |
| Q3 2026 | $27.9M |
| Q3 2026 | $15M |
| Q3 2026 | $221K |
| Q3 2026 | $2.3M |
| Q3 2026 | $39K |
| Q3 2026 | $5.1M |
| Q3 2026 | $62K |
| Q3 2026 | $4K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4K | 25 | — | — |
| Q3 2026 | $62K | 1.6K | — | — |
| Q3 2026 | $5.1M | 130.0K | — | — |
| Q3 2026 | $39K | 964 | — | — |
| Q3 2026 | $2.3M | 56.1K | — | — |
| Q3 2026 | $221K | 2.0K | — | — |
| Q3 2026 | $15M | 135.5K | — | — |
| Q3 2026 | $27.9M | 142.7K | — | — |
| Q3 2026 | $189K | 1.1K | — | — |
| Q3 2026 | $16.1M | 96.4K | — | — |
| Q3 2026 | $309K | 5.8K | — | — |
| Q3 2026 | $26.1M | 489.6K | — | — |
| Q3 2026 | $38K | 625 | — | — |
| Q3 2026 | $4M | 64.7K | — | — |
| Q3 2026 | $1.9M | 17.1K | — | — |
| Q3 2026 | $188K | 1.1K | — | — |
| Q3 2026 | $188K | 1.1K | — | — |
| Q3 2026 | $12.9M | 76.4K | — | — |
| Q3 2026 | $11K | 218 | — | — |
| Q3 2026 | $6K | 37 | — | — |
| Q3 2026 | $32K | 707 | — | — |
| Q3 2026 | $639K | 14.1K | — | — |
| Q3 2026 | $152K | 3.3K | — | — |
| Q3 2026 | $30K | 692 | — | — |
| Q3 2026 | $6.2M | 67.6K | — | — |
| Q3 2026 | $639K | 9.6K | — | — |
| Q3 2026 | $17K | 167 | — | — |
| Q3 2026 | $5K | 53 | — | — |
| Q3 2026 | $32K | 301 | — | — |
| Q3 2026 | $1K | 50 | — | — |
| Q3 2026 | $10K | 311 | — | — |
| Q3 2026 | $143K | 5.0K | — | — |
| Q3 2026 | $653K | 16.2K | — | — |
| Q3 2026 | $362K | 3.8K | — | — |
| Q3 2026 | $138K | 875 | — | — |
| Q3 2026 | $12.3M | 78.1K | — | — |
| Q3 2026 | $129K | 244 | — | — |
| Q3 2026 | $2.6M | 28.5K | — | — |
| Q3 2026 | $95K | 1.5K | — | — |
| Q3 2026 | $2.1M | 19.7K | — | — |
| Q3 2026 | $48K | 524 | — | — |
| Q3 2026 | $211K | 3.3K | — | — |
| Q3 2026 | $2.1M | 14.0K | — | — |
| Q3 2026 | $56K | 542 | — | — |
| Q3 2026 | $12K | 489 | — | — |
| Q3 2026 | $26K | 252 | — | — |
| Q3 2026 | $15K | 75 | — | — |
| Q3 2026 | $6.9M | 113.1K | — | — |
| Q3 2026 | $1K | 41 | — | — |
| Q3 2026 | $1.2M | 10.1K | — | — |
| Q3 2026 | $6K | 289 | — | — |
| Q3 2026 | $28K | 278 | — | — |
| Q3 2026 | $3K | 137 | — | — |
| Q3 2026 | $33K | 311 | — | — |
| Q3 2026 | $5K | 167 | — | — |
| Q3 2026 | $403K | 1.1K | — | — |
| Q3 2026 | $60K | 1.2K | — | — |
| Q3 2026 | $218K | 8.6K | — | — |
| Q3 2026 | $6K | 154 | — | — |
| Q3 2026 | $8K | 106 | — | — |
| Q3 2026 | $1.3M | 24.6K | — | — |
| Q3 2026 | $6K | 61 | — | — |
| Q3 2026 | $28K | 422 | — | — |
| Q2 2026 | $4K | 22 | — | — |
| Q2 2026 | $54K | 1.2K | — | — |
| Q2 2026 | $5.9M | 130.6K | — | — |
| Q2 2026 | $32K | 729 | — | — |
| Q2 2026 | $2.6M | 58.5K | — | — |
| Q2 2026 | $168K | 1.5K | — | — |
| Q2 2026 | $15.2M | 142.0K | — | — |
| Q2 2026 | $28M | 146.9K | — | — |
| Q2 2026 | $159K | 858 | — | — |
| Q2 2026 | $18.3M | 98.6K | — | — |
| Q2 2026 | $238K | 4.4K | — | — |
| Q2 2026 | $24.5M | 457.6K | — | — |
| Q2 2026 | $25K | 470 | — | — |
| Q2 2026 | $4M | 75.0K | — | — |
| Q2 2026 | $2.1M | 17.9K | — | — |
| Q2 2026 | $134K | 843 | — | — |
| Q2 2026 | $12.4M | 78.2K | — | — |
| Q2 2026 | $11K | 218 | — | — |
| Q2 2026 | $6K | 37 | — | — |
| Q2 2026 | $9K | 50 | — | — |
| Q2 2026 | $614K | 12.9K | — | — |
| Q2 2026 | $156K | 3.3K | — | — |
| Q2 2026 | $13K | 293 | — | — |
| Q2 2026 | $6.6M | 72.0K | — | — |
| Q2 2026 | $687K | 9.6K | — | — |
| Q2 2026 | $20K | 167 | — | — |
| Q2 2026 | $5K | 53 | — | — |
| Q2 2026 | $13K | 83 | — | — |
| Q2 2026 | $39K | 350 | — | — |
| Q2 2026 | $1K | 50 | — | — |
| Q2 2026 | $10K | 311 | — | — |
| Q2 2026 | $145K | 5.0K | — | — |
| Q2 2026 | $614K | 15.2K | — | — |
| Q2 2026 | $490K | 4.2K | — | — |
| Q2 2026 | $106K | 668 | — | — |
| Q2 2026 | $12.5M | 79.3K | — | — |
| Q2 2026 | $181K | 291 | — | — |
| Q2 2026 | $2.1M | 24.4K | — | — |
| Q2 2026 | $102K | 1.5K | — | — |
| Q2 2026 | $2.2M | 19.4K | — | — |
| Q2 2026 | $52K | 573 | — | — |
| Q2 2026 | $132K | 1.9K | — | — |
| Q2 2026 | $2.1M | 14.0K | — | — |
| Q2 2026 | $163K | 1.5K | — | — |
| Q2 2026 | $4K | 144 | — | — |
| Q2 2026 | $28K | 252 | — | — |
| Q2 2026 | $60K | 263 | — | — |
| Q2 2026 | $7.2M | 117.7K | — | — |
| Q2 2026 | $1K | 41 | — | — |
| Q2 2026 | $1.2M | 10.3K | — | — |
| Q2 2026 | $6K | 289 | — | — |
| Q2 2026 | $30K | 278 | — | — |
| Q2 2026 | $35K | 1.4K | — | — |
| Q2 2026 | $32K | 268 | — | — |
| Q2 2026 | $5K | 167 | — | — |
| Q2 2026 | $459K | 1.2K | — | — |
| Q2 2026 | $136K | 2.7K | — | — |
| Q2 2026 | $232K | 8.6K | — | — |
| Q2 2026 | $6K | 154 | — | — |
| Q2 2026 | $7K | 106 | — | — |
| Q2 2026 | $1.4M | 27.8K | — | — |
| Q2 2026 | $80K | 935 | — | — |
| Q2 2026 | $6K | 61 | — | — |
| Q2 2026 | $20K | 284 | — | — |
| Q2 2026 | $22K | 400 | — | — |
| Q1 2026 | $3K | 22 | — | — |
| Q1 2026 | $33K | 716 | — | — |
| Q1 2026 | $6.2M | 134.6K | — | — |
| Q1 2026 | $18K | 434 | — | — |
| Q1 2026 | $2.5M | 61.0K | — | — |
| Q1 2026 | $100K | 902 | — | — |
| Q1 2026 | $17M | 153.5K | — | — |
| Q1 2026 | $20.9M | 156.9K | — | — |
| Q1 2026 | $83K | 511 | — | — |
| Q1 2026 | $16.1M | 99.7K | — | — |
| Q1 2026 | $129K | 2.6K | — | — |
| Q1 2026 | $23.7M | 479.5K | — | — |
| Q1 2026 | $17K | 277 | — | — |
| Q1 2026 | $5.6M | 91.8K | — | — |
| Q1 2026 | $2.3M | 20.7K | — | — |
| Q1 2026 | $74K | 502 | — | — |
| Q1 2026 | $11.9M | 81.1K | — | — |
| Q1 2026 | $18K | 352 | — | — |
| Q1 2026 | $5K | 37 | — | — |
| Q1 2026 | $30K | 168 | — | — |
| Q1 2026 | $631K | 13.9K | — | — |
| Q1 2026 | $156K | 3.3K | — | — |
| Q1 2026 | $13K | 295 | — | — |
| Q1 2026 | $5.8M | 63.6K | — | — |
| Q1 2026 | $561K | 9.6K | — | — |
| Q1 2026 | $5K | 53 | — | — |
| Q1 2026 | $42K | 1.8K | — | — |
| Q1 2026 | $15K | 83 | — | — |
| Q1 2026 | $76K | 649 | — | — |
| Q1 2026 | $1K | 50 | — | — |
| Q1 2026 | $10K | 311 | — | — |
| Q1 2026 | $146K | 5.0K | — | — |
| Q1 2026 | $643K | 16.0K | — | — |
| Q1 2026 | $494K | 5.0K | — | — |
| Q1 2026 | $50K | 393 | — | — |
| Q1 2026 | $8.7M | 68.2K | — | — |
| Q1 2026 | $95K | 292 | — | — |
| Q1 2026 | $1.3M | 16.7K | — | — |
| Q1 2026 | $90K | 1.5K | — | — |
| Q1 2026 | $1.8M | 18.4K | — | — |
| Q1 2026 | $45K | 572 | — | — |
| Q1 2026 | $210K | 3.5K | — | — |
| Q1 2026 | $2M | 14.0K | — | — |
| Q1 2026 | $215K | 2.0K | — | — |
| Q1 2026 | $60K | 1.1K | — | — |
| Q1 2026 | $4K | 144 | — | — |
| Q1 2026 | $25K | 252 | — | — |
| Q1 2026 | $14K | 75 | — | — |
| Q1 2026 | $6.8M | 120.4K | — | — |
| Q1 2026 | $1M | 10.2K | — | — |
| Q1 2026 | $6K | 289 | — | — |
| Q1 2026 | $3K | 94 | — | — |
| Q1 2026 | $26K | 275 | — | — |
| Q1 2026 | $811 | 26 | — | — |
| Q1 2026 | $34K | 1.4K | — | — |
| Q1 2026 | $26K | 268 | — | — |
| Q1 2026 | $5K | 167 | — | — |
| Q1 2026 | $296K | 1.2K | — | — |
| Q1 2026 | $133K | 2.9K | — | — |
| Q1 2026 | $230K | 8.6K | — | — |
| Q1 2026 | $6K | 154 | — | — |
| Q1 2026 | $8K | 106 | — | — |
| Q1 2026 | $1.3M | 28.3K | — | — |
| Q1 2026 | $203K | 2.7K | — | — |
| Q1 2026 | $11K | 122 | — | — |
| Q1 2026 | $222K | 3.6K | — | — |
| Q1 2026 | $21K | 419 | — | — |
| Q4 2025 | $40K | 312 | — | — |
| Q4 2025 | $31K | 722 | — | — |
| Q4 2025 | $6.4M | 150.1K | — | — |
| Q4 2025 | $18K | 437 | — | — |
| Q4 2025 | $2.8M | 68.9K | — | — |
| Q4 2025 | $107K | 907 | — | — |
| Q4 2025 | $20.6M | 174.6K | — | — |
| Q4 2025 | $23.6M | 164.0K | — | — |
| Q4 2025 | $80K | 515 | — | — |
| Q4 2025 | $16.6M | 107.3K | — | — |
| Q4 2025 | $143K | 2.6K | — | — |
| Q4 2025 | $29.5M | 539.5K | — | — |
| Q4 2025 | $13K | 280 | — | — |
| Q4 2025 | $3.3M | 74.2K | — | — |
| Q4 2025 | $2.9M | 24.0K | — | — |
| Q4 2025 | $78K | 503 | — | — |
| Q4 2025 | $13.5M | 87.0K | — | — |
| Q4 2025 | $19K | 409 | — | — |
| Q4 2025 | $5K | 37 | — | — |
| Q4 2025 | $29K | 168 | — | — |
| Q4 2025 | $543K | 12.6K | — | — |
| Q4 2025 | $157K | 3.3K | — | — |
| Q4 2025 | $11K | 244 | — | — |
| Q4 2025 | $5.1M | 55.3K | — | — |
| Q4 2025 | $474K | 7.9K | — | — |
| Q4 2025 | $14K | 143 | — | — |
| Q4 2025 | $43K | 1.8K | — | — |
| Q4 2025 | $19K | 150 | — | — |
| Q4 2025 | $24K | 298 | — | — |
| Q4 2025 | $1K | 50 | — | — |
| Q4 2025 | $10K | 311 | — | — |
| Q4 2025 | $146K | 5.0K | — | — |
| Q4 2025 | $532K | 12.9K | — | — |
| Q4 2025 | $581K | 5.6K | — | — |
| Q4 2025 | $48K | 396 | — | — |
| Q4 2025 | $9.1M | 74.7K | — | — |
| Q4 2025 | $94K | 292 | — | — |
| Q4 2025 | $964K | 12.0K | — | — |
| Q4 2025 | $88K | 1.5K | — | — |
| Q4 2025 | $1.6M | 16.9K | — | — |
| Q4 2025 | $47K | 570 | — | — |
| Q4 2025 | $129K | 2.1K | — | — |
| Q4 2025 | $2M | 14.1K | — | — |
| Q4 2025 | $52K | 500 | — | — |
| Q4 2025 | $2K | 68 | — | — |
| Q4 2025 | $25K | 252 | — | — |
| Q4 2025 | $9K | 57 | — | — |
| Q4 2025 | $6.8M | 119.8K | — | — |
| Q4 2025 | $1.3M | 11.8K | — | — |
| Q4 2025 | $6K | 289 | — | — |
| Q4 2025 | $3K | 94 | — | — |
| Q4 2025 | $25K | 275 | — | — |
| Q4 2025 | $4K | 169 | — | — |
| Q4 2025 | $25K | 268 | — | — |
| Q4 2025 | $5K | 167 | — | — |
| Q4 2025 | $367K | 1.3K | — | — |
| Q4 2025 | $130K | 2.9K | — | — |
| Q4 2025 | $287K | 10.3K | — | — |
| Q4 2025 | $6K | 154 | — | — |
| Q4 2025 | $7K | 106 | — | — |
| Q4 2025 | $1.2M | 25.3K | — | — |
| Q4 2025 | $206K | 2.7K | — | — |
| Q4 2025 | $11K | 122 | — | — |
| Q4 2025 | $240K | 3.7K | — | — |
| Q4 2025 | $22K | 419 | — | — |
Other funds holding STT-PG
$7.7B
$7.2B
$6.8B
$6.6B
$5.7B
$5.5B
$5.3B