Spire Wealth Management

Position in EVV — Eaton Vance Ltd Duration Income Fund

CIK 1858740 MCLEAN, VA

Position in EVV

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

Position Value

$73,442

-$627 QoQ

Shares Held

7,838

0.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#114

of 145 holders

Holding Since

Mar 2021

11 quarters on record

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $27,056,715 across 112 Asset Management names. EVV ranks #47 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
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

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$73,442	7,838	0.0%	Shares	Sole	2026-07-15
2026-03-31	$74,069	7,838	0.0%	Shares	Sole	2026-04-22
2025-12-31	$77,674	7,838	-4.7%	Shares	Sole	2026-01-14
2025-09-30	$83,463	8,223	+4.9%	Shares	Sole	2025-10-23
2025-06-30	$80,417	7,838	0.0%	Shares	Sole	2025-08-04
2025-03-31	$78,223	7,838	+0.8%	Shares	Sole	2025-04-23
2024-12-31	$75,991	7,778	-9.9%	Shares	Sole	2025-01-24
2022-03-31	$101,041	8,636	-1.7%	Shares	Sole	2022-04-18
2021-12-31	$115,135	8,789	+28.5%	Shares	Sole	2022-01-14
2021-09-30	$90,124	6,838	+665.7%	Shares	Sole	2021-10-22
2021-03-31	$11,278	893	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.