Position in COIN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$63,300
-$65,736 QoQ
Shares Held
433
-41.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#829
of 1,109 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $3,498,774 across 10 Financial Data & Stock Exchanges names. COIN ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MSCI |
MSCI Inc.
|
3,297 | $1,846,451 | |
| 2 | SPGI |
S&P Global Inc.
|
1,670 | $608,770 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
1,650 | $400,404 | |
| 4 | NDAQ |
Nasdaq, Inc.
|
3,664 | $288,796 | |
| 5 | CME |
Cme Group Inc.
|
834 | $184,172 | |
| 6 | COIN |
Coinbase Global, Inc.
This page
|
433 | $63,300 | |
| 7 | TRU |
TransUnion
|
640 | $46,169 | |
| 8 | ICE |
Intercontinental Exchange, Inc.
|
306 | $37,671 |
All Filings in COIN
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,300 | 433 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $129,036 | 739 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $209,631 | 927 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,680,700 | 4,980 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,858,648 | 5,303 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $679,275 | 3,944 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $983,268 | 3,960 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $770,407 | 4,324 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $777,805 | 3,500 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $879,137 | 3,316 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $784,553 | 4,511 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $373,222 | 4,971 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $157,266 | 2,198 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $32,028 | 474 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $21,127 | 597 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $61,072 | 947 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $79,886 | 1,699 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||