Position in SNDA
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$379,440
+$196,293 QoQ
Shares Held
9,300
+63.8% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#8
of 32 holders
Holding Since
Mar 2026
2 quarters on record
Common Shares in SNDA Over Time
Shares Held
Position Value (USD)
Position in Medical Care Facilities
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $3,491,200 across 8 Medical Care Facilities names. SNDA ranks #2 (10.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HCA |
HCA Healthcare, Inc.
|
7,615 | $2,969,012 | |
| 2 | SNDA |
Sonida Senior Living, Inc.
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|
9,300 | $379,440 | |
| 3 | ENSG |
Ensign Group, Inc
|
434 | $69,570 | |
| 4 | NUTX |
Nutex Health Inc.
|
203 | $34,690 | |
| 5 | THC |
Tenet Healthcare Corp
|
164 | $30,681 | |
| 6 | SRTA |
Strata Critical Medical, Inc.
|
763 | $4,021 | |
| 7 | DVA |
Davita Inc.
|
9 | $2,002 | |
| 8 | UHS |
Universal Health Services Inc
|
12 | $1,784 |
All Filings in SNDA
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,440 | 9,300 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $183,147 | 5,679 | Shares | Sole | 2026-04-22 | |
| No filing history on record for this holder in this stock. | ||||||