Spire Wealth Management

Position in ABR — Arbor Realty Trust Inc

CIK 1858740 MCLEAN, VA

Position in ABR

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$1,604

-$608 QoQ

Shares Held

296

+3.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#273

of 296 holders

Holding Since

Mar 2021

16 quarters on record

Real Estate · as of Jun 30, 2026

Spire Wealth Management holds $916,440 across 17 REIT - Mortgage names. ABR ranks #13 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NLY	Annaly Capital Management Inc	11,230	$251,102
2	STWD	Starwood Property Trust, Inc.	10,500	$171,990
3	EFC	Ellington Financial Inc.	8,300	$112,963
4	ARR	Armour Residential REIT, Inc.	4,428	$77,268
5	LADR	Ladder Capital Corp	7,157	$71,212
6	IVR	Invesco Mortgage Capital Inc.	7,355	$58,104
7	RITM	Rithm Capital Corp.	6,001	$56,349
8	SUNS	Sunrise Realty Trust, Inc.	5,598	$44,224

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,604	296	+3.1%	Shares	Sole	2026-07-15
2026-03-31	$2,212	287	+3.6%	Shares	Sole	2026-04-22
2025-12-31	$2,149	277	+3.4%	Shares	Sole	2026-01-14
2025-09-30	$3,272	268	-64.8%	Shares	Sole	2025-10-23
2025-06-30	$8,142	761	-39.3%	Shares	Sole	2025-08-04
2025-03-31	$14,722	1,253	+0.6%	Shares	Sole	2025-04-23
2024-12-31	$17,243	1,245	-15.6%	Shares	Sole	2025-01-24
2024-09-30	$22,951	1,475	+220.0%	Shares	Sole	2024-10-15
2024-06-30	$6,615	461	+3.4%	Shares	Sole	2024-07-31
2024-03-31	$5,909	446	-98.1%	Shares	Sole	2024-04-24
2022-06-30	$300,389	22,913	-65.0%	Shares	Sole	2022-07-22
2022-03-31	$1,115,672	65,397	-4.2%	Shares	Sole	2022-04-18
2021-12-31	$1,250,156	68,240	+8.7%	Shares	Sole	2022-01-14
2021-09-30	$1,163,091	62,768	+1.9%	Shares	Sole	2021-10-22
2021-06-30	$1,097,498	61,588	-7.9%	Shares	Sole	2021-07-26
2021-03-31	$1,063,121	66,863	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.