Position in AMP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$673,917
+$81,088 QoQ
Shares Held
1,469
+10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#709
of 1,372 holders
Holding Since
Mar 2021
21 quarters on record
Common Shares in AMP Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. AMP ranks #13 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in AMP
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $673,917 | 1,469 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $592,829 | 1,334 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $557,025 | 1,136 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $366,472 | 746 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $474,485 | 889 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $691,793 | 1,429 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $397,192 | 746 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $346,719 | 738 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $314,839 | 737 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $322,253 | 735 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $279,175 | 735 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $242,314 | 735 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $243,805 | 734 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $228,649 | 746 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $250,341 | 804 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $59,712 | 237 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $55,854 | 235 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $70,584 | 235 | Shares | Sole | 2022-04-18 | |
| 2021-09-30 | $62,068 | 235 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $58,486 | 235 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $166,434 | 716 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||