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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
Q2 		$693K Sell
4,003
-12
-0.3% -$1.67K 0.06% 262
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 $6.73T AUM 46.02% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $12.1B AUM 109.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Institute for Wealth Management's SPHR Position: Q2 2026 in Review

Institute for Wealth Management reduced its Sphere Entertainment (SPHR) stake by 0.3% in Q2 2026, selling an estimated $1.67K and leaving 4,003 shares worth $693K. The position accounts for 0.06% of the portfolio, ranked #262.

Institute for Wealth Management first reported a position in SPHR in Q2 2020 and has held it in 21 quarters since. 421 funds tracked by Wall St. Rank hold SPHR as of Q2 2026.

  • Institute for Wealth Management held 4,003 shares of Sphere Entertainment worth $693K as of Q2 2026.
  • Institute for Wealth Management sold 12 Sphere Entertainment shares in Q2 2026, an estimated $1.67K.
  • Sphere Entertainment made up 0.06% of Institute for Wealth Management's portfolio in Q2 2026, its #262 holding.
  • Institute for Wealth Management first reported a position in Sphere Entertainment in Q2 2020 and has held it in 21 quarters since.
  • 421 funds tracked by Wall St. Rank held Sphere Entertainment as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.