PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Spire Global SPIR Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio SPIR Stock Details SPIR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$108K	Hold	5,826	–	–	0.03%	245
2026 Q1	$73.3K	Hold	5,826	–	–	0.02%	258
2025 Q4	$43.7K	Hold	5,826	–	–	0.01%	314
2025 Q3	$64K	Hold	5,826	–	–	0.02%	254
2025 Q2	$69.3K	Hold	5,826	–	–	0.02%	236
2025 Q1	$47.1K	Hold	5,826	–	–	0.02%	267
2024 Q4	$82K	Buy	+5,826	New	+$71.1K	0.03%	204

Other funds holding SPIR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

HIM

Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s SPIR Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held its Spire Global (SPIR) position steady in Q2 2026 at 5,826 shares worth $108K. The position accounts for 0.03% of the portfolio, ranked #245.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in SPIR in Q4 2024 and has held it in 7 quarters since. 46 funds tracked by Wall St. Rank hold SPIR as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 5,826 shares of Spire Global worth $108K as of Q2 2026.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. left its Spire Global share count unchanged in Q2 2026.
Spire Global made up 0.03% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #245 holding.
PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Spire Global in Q4 2024 and has held it in 7 quarters since.
46 funds tracked by Wall St. Rank held Spire Global as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.