AWM
SR icon

Abound Wealth Management’s Spire SR Stock Holding History

Abound Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.9K Hold
281
– – ﹤0.01% 355
2026
Q1 		$25.4K Hold
281
– – 0.01% 347
2025
Q4 		$23.2K Hold
281
– – 0.01% 333
2025
Q3 		$22.9K Hold
281
– – 0.01% 328
2025
Q2 		$20.5K Hold
281
– – 0.01% 323
2025
Q1 		$22K Buy
+281
New +$20.5K 0.01% 279

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Abound Wealth Management's SR Position: Q2 2026 in Review

Abound Wealth Management held its Spire (SR) position steady in Q2 2026 at 281 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #355.

Abound Wealth Management first reported a position in SR in Q1 2025 and has held it in 6 quarters since. The position peaked at $25.4K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Abound Wealth Management held 281 shares of Spire worth $21.9K as of Q2 2026.
  • Abound Wealth Management left its Spire share count unchanged in Q2 2026.
  • Spire made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #355 holding.
  • Abound Wealth Management first reported a position in Spire in Q1 2025 and has held it in 6 quarters since.
  • Abound Wealth Management's Spire position peaked at $25.4K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.