Position in STE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$32,848
-$4,080 QoQ
Shares Held
156
-6.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#674
of 822 holders
Holding Since
Jun 2021
21 quarters on record
Common Shares in STE Over Time
Shares Held
Position Value (USD)
Position in Medical Devices
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $1,824,916 across 22 Medical Devices names. STE ranks #13 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABT |
Abbott Laboratories
|
5,052 | $458,418 | |
| 2 | EW |
Edwards Lifesciences Corp
|
2,791 | $252,473 | |
| 3 | MDT |
Medtronic plc
|
2,835 | $221,782 | |
| 4 | ELMD |
Electromed, Inc.
|
4,405 | $186,331 | |
| 5 | IRMD |
Iradimed Corp
|
1,000 | $95,560 | |
| 6 | SYK |
Stryker Corp
|
303 | $95,396 | |
| 7 | AORT |
Artivion, Inc.
|
4,134 | $92,890 | |
| 8 | BSX |
Boston Scientific Corp
|
2,012 | $85,872 |
All Filings in STE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $32,848 | 156 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $36,928 | 167 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $44,112 | 174 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $34,889 | 141 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $33,871 | 141 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $29,917 | 132 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $28,367 | 138 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $33,713 | 139 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $60,593 | 276 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $84,307 | 375 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $44,629 | 203 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $23,697 | 108 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $24,072 | 107 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $19,128 | 100 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $18,469 | 100 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $16,628 | 100 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,559,040 | 26,966 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $24,177 | 100 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $27,748 | 114 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $55,564 | 272 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $55,494 | 269 | Shares | Sole | 2021-07-26 | |
| No filing history on record for this holder in this stock. | ||||||