Position in WT
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$16,940
+$13,941 QoQ
Shares Held
1,000
+56.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#261
of 310 holders
Holding Since
Mar 2021
8 quarters on record
Common Shares in WT Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Spire Wealth Management holds $27,056,715 across 112 Asset Management names. WT ranks #74 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
115,599 | $3,199,780 | |
| 2 | BX |
Blackstone Inc.
|
23,291 | $2,740,651 | |
| 3 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
228,623 | $2,684,034 | |
| 4 | CEF |
Sprott Physical Gold & Silver Trust
|
59,199 | $2,381,575 | |
| 5 | ARCC |
Ares Capital Corp
|
79,181 | $1,467,223 | |
| 6 | BLK |
BlackRock, Inc.
|
1,414 | $1,359,645 | |
| 7 | BXSL |
Blackstone Secured Lending Fund
|
54,621 | $1,295,063 | |
| 8 | KKR |
KKR & Co. Inc.
|
10,743 | $985,992 |
All Filings in WT
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,940 | 1,000 | Shares | Sole | 2026-07-15 | |
| 2022-09-30 | $2,999 | 641 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,229 | 637 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $15,361 | 2,617 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $16,456 | 2,689 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $23,666 | 4,174 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $26,852 | 4,331 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $26,987 | 4,318 | Shares | Sole | 2021-05-21 | |
| No filing history on record for this holder in this stock. | ||||||