Position in SBH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$961
+$20 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#225
of 246 holders
Holding Since
Dec 2022
7 quarters on record
Common Shares in SBH Over Time
Shares Held
Position Value (USD)
Position in Specialty Retail
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $7,247,110 across 9 Specialty Retail names. SBH ranks #9 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASY |
Caseys General Stores Inc
|
7,747 | $6,157,238 | |
| 2 | WSM |
Williams Sonoma Inc
|
2,788 | $649,881 | |
| 3 | ULTA |
Ulta Beauty, Inc.
|
604 | $272,391 | |
| 4 | FIVE |
Five Below, Inc
|
350 | $62,926 | |
| 5 | BBY |
Best Buy Co Inc
|
745 | $56,530 | |
| 6 | TSCO |
Tractor Supply Co /De/
|
1,255 | $39,670 | |
| 7 | BBWI |
Bath & Body Works, Inc.
|
175 | $4,047 | |
| 8 | GME |
GameStop Corp.
|
157 | $3,466 |
All Filings in SBH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $961 | 68 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $941 | 68 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $969 | 68 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,107 | 68 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $629 | 68 | Shares | Sole | 2025-08-04 | |
| 2023-03-31 | $3,895 | 250 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $1 | 46 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||