Spire Wealth Management

Position in EVT — Eaton Vance Tax-Advantaged Dividend Income Fund

CIK 1858740 MCLEAN, VA

Position in EVT

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

Position Value

$3,199,780

+$214,304 QoQ

Shares Held

115,599

-4.9% QoQ

Ownership

0.155%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

of 44 holders

Holding Since

Mar 2021

12 quarters on record

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $27,056,715 across 112 Asset Management names. EVT ranks #1 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EVT	Eaton Vance Tax-Advantaged Dividend Income Fund This page	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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,199,780	115,599	-4.9%	Shares	Sole	2026-07-15
2026-03-31	$2,985,476	121,608	+5.5%	Shares	Sole	2026-04-22
2025-12-31	$2,901,667	115,237	-5.4%	Shares	Sole	2026-01-14
2025-09-30	$2,977,398	121,775	+7.6%	Shares	Sole	2025-10-23
2025-06-30	$2,728,120	113,200	+4.8%	Shares	Sole	2025-08-04
2025-03-31	$2,513,788	108,027	+33.4%	Shares	Sole	2025-04-23
2024-12-31	$1,947,039	80,958	+1990.3%	Shares	Sole	2025-01-24
2022-03-31	$112,239	3,873	-78.8%	Shares	Sole	2022-04-18
2021-12-31	$544,948	18,293	+191.2%	Shares	Sole	2022-01-14
2021-09-30	$172,468	6,283	+7.4%	Shares	Sole	2021-10-22
2021-06-30	$161,694	5,850	-50.7%	Shares	Sole	2021-07-26
2021-03-31	$311,851	11,871	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.