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Equibles

Spire Wealth Management

Position in STT — State Street Corp

CIK 1858740 MCLEAN, VA
Back to STT Full portfolio

Position in STT

as of Jun 30, 2026 · filed Jul 15, 2026
Position Value
$24,767,368
+$963,999 QoQ
Shares Held
461,944
-4.2% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
22 quarters on record

Common Shares in STT Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Spire Wealth Management holds $62,607,907 across 112 Asset Management names. STT ranks #1 (39.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 STT
State Street Corp
This page 		461,944 $24,767,368
2 IVZ
Invesco Ltd.
 192,118 $10,619,025
3 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 115,599 $3,199,780
4 BX
Blackstone Inc.
 23,291 $2,740,651
5 NEA
Nuveen AMT-Free Quality Municipal Income Fund
 228,623 $2,684,034
6 CEF
Sprott Physical Gold & Silver Trust
 59,199 $2,381,575
7 BLK
BlackRock, Inc.
 4,176 $1,529,784
8 ARCC
Ares Capital Corp
 79,181 $1,467,223

All Filings in STT

Export CSV
22 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,731 22
2026-03-31 $2,784 22
2025-12-31 $40,251 312
2025-09-30 $137,007 1,181
2025-06-30 $125,587 1,181
2025-03-31 $117,463 1,312
2024-12-31 $128,870 1,313
2024-09-30 $117,842 1,332
2024-06-30 $100,492 1,358
2024-03-31 $137,243 1,775
2023-12-31 $136,794 1,766
2023-09-30 $114,233 1,706
2023-06-30 $36,224 495
2023-03-31 $39,358 520
2022-12-31 $50,420 650
2022-09-30 $34,722 571
2022-06-30 $52,217 847
2022-03-31 $105,763 1,214
2021-12-31 $128,805 1,385
2021-09-30 $131,231 1,549
2021-06-30 $95,444 1,160
2021-03-31 $75,524 899