Position in TD
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$304,910
+$90,671 QoQ
Shares Held
2,511
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#621
of 897 holders
Holding Since
Mar 2021
22 quarters on record
Common Shares in TD Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $35,097,584 across 15 Banks - Diversified names. TD ranks #6 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
|
72,887 | $23,858,101 | |
| 2 | BNY |
Bank of New York Mellon Corp
|
33,241 | $4,806,980 | |
| 3 | BAC |
Bank Of America Corp /De/
|
43,312 | $2,467,917 | |
| 4 | C |
Citigroup Inc
|
16,007 | $2,240,339 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
10,747 | $888,132 | |
| 6 | TD |
Toronto Dominion Bank
This page
|
2,511 | $304,910 | |
| 7 | RY |
Royal Bank Of Canada
|
1,173 | $242,775 | |
| 8 | HSBC |
Hsbc Holdings PLC
|
855 | $81,301 |
All Filings in TD
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,910 | 2,511 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $214,239 | 2,296 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $237,384 | 2,520 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $248,644 | 3,110 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $225,638 | 3,072 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $86,553 | 1,444 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $68,626 | 1,289 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $81,542 | 1,289 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $70,843 | 1,289 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $120,760 | 2,000 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $137,317 | 2,125 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $125,822 | 2,088 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $129,476 | 2,088 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $317,230 | 5,296 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $262,018 | 4,046 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $243,725 | 3,974 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,432,595 | 21,845 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $1,983,514 | 24,975 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,023,125 | 26,384 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,788,034 | 27,030 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $1,893,241 | 27,027 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $1,989,361 | 30,507 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||