Position in SW
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,295
+$538 QoQ
Shares Held
28
+47.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#602
of 635 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in SW Over Time
Shares Held
Position Value (USD)
Position in Packaging & Containers
Consumer Cyclical · as of Jun 30, 2026Spire Wealth Management holds $417,071 across 7 Packaging & Containers names. SW ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BALL |
BALL Corp
|
3,344 | $208,665 | |
| 2 | PKG |
Packaging Corp Of America
|
747 | $177,995 | |
| 3 | AVY |
Avery Dennison Corp
|
80 | $12,988 | |
| 4 | OI |
O-I Glass, Inc. /DE/
|
1,300 | $12,519 | |
| 5 | IP |
International Paper Co /New/
|
77 | $2,933 | |
| 6 | SW |
Smurfit Westrock plc
This page
|
28 | $1,295 | |
| 7 | SON |
Sonoco Products Co
|
12 | $676 |
All Filings in SW
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,295 | 28 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $757 | 19 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $7,153 | 185 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $27,244 | 640 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $27,443 | 636 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $29,829 | 662 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $36,032 | 669 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||