Golden State Wealth Management’s Spire SR Stock Holding History

Golden State 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	$30.8K	Hold	394	–	–	﹤0.01%	856
2026 Q1	$35.7K	Hold	394	–	–	﹤0.01%	770
2025 Q4	$32.6K	Hold	394	–	–	﹤0.01%	796
2025 Q3	$32.1K	Hold	394	–	–	﹤0.01%	787
2025 Q2	$28.8K	Hold	394	–	–	﹤0.01%	785
2025 Q1	$30.8K	Hold	394	–	–	﹤0.01%	698
2024 Q4	$26.7K	Buy	+394	New	+$26.4K	﹤0.01%	698
2020 Q2	–	Sell	-329	Closed	-$25K	–	836
2020 Q1	$25K	Buy	+329	New	+$26.4K	0.01%	469
2019 Q4	–	Sell	-200	Closed	-$17K	–	811
2019 Q3	$17K	Hold	200	–	–	0.01%	650
2019 Q2	$16K	Hold	200	–	–	0.01%	660
2019 Q1	$16K	Buy	+200	New	+$15.6K	0.01%	675

Other funds holding SR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Golden State Wealth Management's SR Position: Q2 2026 in Review

Golden State Wealth Management held its Spire (SR) position steady in Q2 2026 at 394 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Golden State Wealth Management first reported a position in SR in Q1 2019 and has held it in 11 quarters since. The position peaked at $35.7K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Golden State Wealth Management held 394 shares of Spire worth $30.8K as of Q2 2026.
Golden State Wealth Management left its Spire share count unchanged in Q2 2026.
Spire made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #856 holding.
Golden State Wealth Management first reported a position in Spire in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Spire position peaked at $35.7K in Q1 2026.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.