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Equibles

Spire Wealth Management

Position in NNY — Nuveen New York Municipal Value Fund

CIK 1858740 MCLEAN, VA
Back to NNY Full portfolio

Position in NNY

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$4,536
+$203 QoQ
Shares Held
519
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#44
of 45 holders
Holding Since
Jun 2021
21 quarters on record

Common Shares in NNY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $27,056,715 across 112 Asset Management names. NNY ranks #100 (0.0% 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 NNY

Export CSV
21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,536 519
2026-03-31 $4,333 519
2025-12-31 $4,442 519
2025-09-30 $4,286 519
2025-06-30 $4,209 519
2025-03-31 $4,286 519
2024-12-31 $4,172 519
2024-09-30 $4,468 519
2024-06-30 $4,302 519
2024-03-31 $4,318 519
2023-12-31 $4,297 519
2023-09-30 $4,157 519
2023-06-30 $4,385 519
2023-03-31 $4,530 519
2022-12-31 $4,286 519
2022-09-30 $4,235 519
2022-06-30 $4,416 519
2022-03-31 $4,681 519
2021-12-31 $5,117 519
2021-09-30 $5,200 519
2021-06-30 $5,221 519