Position in PDX
as of Mar 31, 2026
· filed Apr 22, 2026
Position Value
$19,302
+$2,870 QoQ
Shares Held
875
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Common Shares in PDX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Spire Wealth Management holds $27,824,203 across 126 Asset Management names. PDX ranks #73 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
121,608 | $2,985,476 | |
| 2 | BX |
Blackstone Inc.
|
25,351 | $2,915,111 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
59,085 | $2,819,536 | |
| 4 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
168,726 | $1,894,792 | |
| 5 | BXSL |
Blackstone Secured Lending Fund
|
70,827 | $1,677,891 | |
| 6 | BLK |
BlackRock, Inc.
|
1,392 | $1,338,700 | |
| 7 | ARCC |
Ares Capital Corp
|
72,393 | $1,304,521 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,878 | $1,006,215 |
All Filings in PDX
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $19,302 | 875 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,432 | 875 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $171,618 | 6,884 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $278,742 | 11,308 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $250,602 | 10,212 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $264,357 | 10,117 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $187,469 | 7,947 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $153,375 | 6,884 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $18,558 | 875 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $363,069 | 17,728 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $358,942 | 18,101 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $285,066 | 18,088 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $263,909 | 18,076 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $13,072 | 875 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $11,838 | 875 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $231,582 | 18,036 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $43,659 | 2,944 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $248,030 | 19,257 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $35,286 | 2,890 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $35,787 | 2,863 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $202,290 | 19,545 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||