Position in CAE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$153,692
+$105,187 QoQ
Shares Held
6,133
+229.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#210
of 281 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in CAE Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Spire Wealth Management holds $23,867,412 across 36 Aerospace & Defense names. CAE ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BWXT |
BWX Technologies, Inc.
|
25,433 | $4,950,533 | |
| 2 | LMT |
Lockheed Martin Corp
|
7,122 | $3,628,373 | |
| 3 | HWM |
Howmet Aerospace Inc.
|
13,362 | $3,592,506 | |
| 4 | GE |
General Electric Co
|
9,469 | $3,538,849 | |
| 5 | BA |
Boeing Co
|
9,662 | $2,091,533 | |
| 6 | RTX |
RTX Corp
|
10,351 | $1,963,895 | |
| 7 | CW |
Curtiss Wright Corp
|
936 | $709,263 | |
| 8 | GD |
General Dynamics Corp
|
1,915 | $678,369 |
All Filings in CAE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,692 | 6,133 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $48,505 | 1,862 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $56,642 | 1,862 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $55,189 | 1,862 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $54,500 | 1,862 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $47,901 | 1,948 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $49,897 | 1,966 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $36,862 | 1,966 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $36,621 | 1,971 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $41,651 | 2,018 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $28,520 | 1,321 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $30,845 | 1,321 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $29,563 | 1,321 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $29,894 | 1,321 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $25,548 | 1,321 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $20,250 | 1,321 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $32,523 | 1,321 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $53,333 | 2,045 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $51,615 | 2,045 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $66,460 | 2,225 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $68,530 | 2,225 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $63,390 | 2,225 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||