Position in SEIC
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$8,946
-$5,806 QoQ
Shares Held
102
-45.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#492
of 569 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in SEIC Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. SEIC ranks #87 (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 SEIC
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,946 | 102 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $14,752 | 188 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $15,419 | 188 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $15,951 | 188 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $16,893 | 188 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,594 | 188 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $15,588 | 189 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $13,007 | 188 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $12,161 | 188 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $13,517 | 188 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $11,947 | 188 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $11,323 | 188 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $33,983 | 570 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $36,486 | 634 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $36,962 | 634 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $31,097 | 634 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $33,276 | 616 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $36,366 | 604 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $36,807 | 604 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $35,817 | 604 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $37,429 | 604 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $36,801 | 604 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||