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Institute for Wealth Management’s Sphere Entertainment SPHR Stock Holding History

Institute for Wealth Management’s Portfolio SPHR Stock Details SPHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$471K Sell
4,015
-59
-1% -$6.17K 0.05% 336
2025
Q4 		$387K Sell
4,074
-37
-0.9% -$2.82K 0.04% 364
2025
Q3 		$255K Buy
+4,111
New +$194K 0.03% 496
2025
Q1 		– Sell
-5,004
Closed -$202K – 546
2024
Q4 		$202K Sell
5,004
-58
-1% -$2.43K 0.03% 486
2024
Q3 		$224K Buy
+5,062
New +$218K 0.03% 491
2024
Q2 		– Sell
-5,062
Closed -$248K – 520
2024
Q1 		$248K Buy
+5,062
New +$203K 0.03% 432
2023
Q4 		– Sell
-10,633
Closed -$372K – 493
2023
Q3 		$372K Sell
10,633
-80
-0.7% -$2.95K 0.07% 307
2023
Q2 		$328K Buy
10,713
+5,948
+125% +$197K 0.06% 346
2023
Q1 		$281K Sell
4,765
-24
-0.5% -$1.3K 0.05% 371
2022
Q4 		$215K Sell
4,789
-175
-4% -$7.93K 0.05% 408
2022
Q3 		$219K Hold
4,964
– – 0.05% 404
2022
Q2 		$261K Sell
4,964
-14
-0.3% -$945 0.05% 428
2022
Q1 		$415K Buy
4,978
+110
+2% +$8.28K 0.07% 331
2021
Q4 		$342K Sell
4,868
-96
-2% -$6.74K 0.06% 346
2021
Q3 		$361K Buy
4,964
+594
+14% +$44.5K 0.06% 336
2021
Q2 		$367K Buy
4,370
+58
+1% +$5.13K 0.06% 331
2021
Q1 		$353K Buy
4,312
+92
+2% +$9.17K 0.07% 329
2020
Q4 		$443K Sell
4,220
-62
-1% -$4.73K 0.09% 274
2020
Q3 		$293K Buy
4,282
+69
+2% +$4.98K 0.07% 319
2020
Q2 		$316K Buy
+4,213
New +$324K 0.08% 315

Other funds holding SPHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Institute for Wealth Management's SPHR Position: Q1 2026 in Review

Institute for Wealth Management reduced its Sphere Entertainment (SPHR) stake by 1.4% in Q1 2026, selling an estimated $6.17K and leaving 4,015 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #336.

Institute for Wealth Management first reported a position in SPHR in Q2 2020 and has held it in 20 quarters since. 376 funds tracked by Wall St. Rank hold SPHR as of Q1 2026.

  • Institute for Wealth Management held 4,015 shares of Sphere Entertainment worth $471K as of Q1 2026.
  • Institute for Wealth Management sold 59 Sphere Entertainment shares in Q1 2026, an estimated $6.17K.
  • Sphere Entertainment made up 0.05% of Institute for Wealth Management's portfolio in Q1 2026, its #336 holding.
  • Institute for Wealth Management first reported a position in Sphere Entertainment in Q2 2020 and has held it in 20 quarters since.
  • 376 funds tracked by Wall St. Rank held Sphere Entertainment as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.