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Source Capital shares owned by Spire Wealth Management

Quarter-by-quarter ownership of Source Capital (SOR) shares owned by Spire Wealth Management from 13F filings

Historical chart of Spire Wealth Management investment in Source Capital

Tip: Access up to 7 years of quarterly data

All positions including Source Capital held by Spire Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Source Capital by Spire Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.9k 200 39.55
2023-09-30 $7.7k 200 38.59
2023-06-30 $7.7k 200 38.32
2023-03-31 $7.6k 200 37.79

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Spdr S P 500 Etf Tr Tr Unit (SPY)
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Select Sector Spdr Tr Financial (XLF)
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Select Sector Spdr Tr Sbi Healthcare (XLV)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Spire Wealth Management

Top funds holding Source Capital

D.A. Davidson & Co.
Chemistry Wealth Management
Hara Capital
Mesirow Financial Investment Management International Equity
Wells Fargo & Company
Raymond James & Associates
Shaker Financial Services
Bank of America Corporation
Pecaut & Co.
Anchor Investment Management
Us Bancorp
Hennion & Walsh Asset Management
Park Avenue Securities
Baltimore-Washington Financial Advisors
Mraz, Amerine & Associates

View all funds holding Source Capital