JWM
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JPL Wealth Management’s Spire SR Stock Holding History

JPL 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 		– Sell
-31
Closed -$2.81K – 1969
2026
Q1 		$2.81K Buy
+31
New +$2.72K ﹤0.01% 861

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

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

JPL Wealth Management sold out of Spire (SR) in Q2 2026, closing a stake of 31 shares — an estimated $2.81K sold.

JPL Wealth Management first reported a position in SR in Q1 2026 and held it in 1 quarter. The position peaked at $2.81K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • JPL Wealth Management reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • JPL Wealth Management sold 31 Spire shares in Q2 2026, an estimated $2.81K.
  • JPL Wealth Management first reported a position in Spire in Q1 2026 and held it in 1 quarter.
  • JPL Wealth Management's Spire position peaked at $2.81K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.