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MBM Wealth Consultants’s Spire SR Stock Holding History

MBM Wealth Consultants’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 		$526K Buy
6,742
+494
+8% +$42.4K 0.1% 89
2026
Q1 		$566K Buy
6,248
+367
+6% +$32.2K 0.13% 75
2025
Q4 		$486K Buy
5,881
+374
+7% +$31.9K 0.12% 74
2025
Q3 		$449K Buy
5,507
+140
+3% +$10.6K 0.11% 74
2025
Q2 		$392K Buy
5,367
+274
+5% +$20.5K 0.1% 87
2025
Q1 		$402K Buy
5,093
+649
+15% +$47.5K 0.12% 74
2024
Q4 		$304K Buy
4,444
+295
+7% +$19.8K 0.09% 89
2024
Q3 		$279K Buy
4,149
+48
+1% +$3.12K 0.09% 89
2024
Q2 		$243K Buy
4,101
+45
+1% +$2.72K 0.08% 91
2024
Q1 		$249K Buy
4,056
+30
+0.7% +$1.79K 0.09% 92
2023
Q4 		$236K Buy
4,026
+237
+6% +$14.1K 0.09% 96
2023
Q3 		$218K Buy
3,789
+317
+9% +$19.2K 0.1% 98
2023
Q2 		$222K Buy
3,472
+1,498
+76% +$101K 0.09% 97
2023
Q1 		$210K Hold
1,974
– – 0.09% 94
2022
Q4 		$138K Buy
1,974
+504
+34% +$34.3K 0.06% 118
2022
Q3 		$95K Buy
1,470
+365
+33% +$26.1K 0.05% 114
2022
Q2 		$83K Buy
1,105
+33
+3% +$2.48K 0.04% 122
2022
Q1 		$77K Buy
1,072
+597
+126% +$39.6K 0.03% 151
2021
Q4 		$29K Hold
475
– – 0.01% 197
2021
Q3 		$29K Buy
475
+100
+27% +$6.84K 0.01% 187
2021
Q2 		$27K Hold
375
– – 0.01% 173
2021
Q1 		$28K Buy
375
+330
+733% +$22K 0.01% 168
2020
Q4 		$3K Sell
45
-1,095
-96% -$66.7K ﹤0.01% 209
2020
Q3 		$61K Hold
1,140
– – 0.04% 120
2020
Q2 		$75K Hold
1,140
– – 0.05% 99
2020
Q1 		$85K Hold
1,140
– – 0.07% 92
2019
Q4 		$95K Hold
1,140
– – 0.07% 100
2019
Q3 		$99K Hold
1,140
– – 0.08% 101
2019
Q2 		$96K Hold
1,140
– – 0.08% 100
2019
Q1 		$94K Hold
1,140
– – 0.08% 100
2018
Q4 		$84K Buy
+1,140
New +$86.2K 0.08% 108

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

MBM Wealth Consultants's SR Position: Q2 2026 in Review

MBM Wealth Consultants increased its Spire (SR) stake by 7.9% in Q2 2026, buying an estimated $42.4K and bringing the position to 6,742 shares worth $526K. The position accounts for 0.1% of the portfolio, ranked #89.

MBM Wealth Consultants first reported a position in SR in Q4 2018 and has held it in 31 quarters since. The position peaked at $566K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • MBM Wealth Consultants held 6,742 shares of Spire worth $526K as of Q2 2026.
  • MBM Wealth Consultants bought 494 Spire shares in Q2 2026, an estimated $42.4K.
  • Spire made up 0.1% of MBM Wealth Consultants's portfolio in Q2 2026, its #89 holding.
  • MBM Wealth Consultants first reported a position in Spire in Q4 2018 and has held it in 31 quarters since.
  • MBM Wealth Consultants's Spire position peaked at $566K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.