PWM
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Parkworth Wealth Management’s Spire SR Stock Holding History

Parkworth 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
2025
Q2 		$73 Hold
1
– – ﹤0.01% 1197
2025
Q1 		$78 Hold
1
– – ﹤0.01% 1009
2024
Q4 		$68 Buy
+1
New +$67 ﹤0.01% 1095

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Parkworth Wealth Management's SR Position: Q2 2025 in Review

Parkworth Wealth Management held its Spire (SR) position steady in Q2 2025 at 1 share worth $73. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Parkworth Wealth Management first reported a position in SR in Q4 2024 and has held it in 3 quarters since. The position peaked at $78 in Q1 2025. 336 funds tracked by Wall St. Rank hold SR as of Q2 2025.

  • Parkworth Wealth Management held 1 share of Spire worth $73 as of Q2 2025.
  • Parkworth Wealth Management left its Spire share count unchanged in Q2 2025.
  • Spire made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1197 holding.
  • Parkworth Wealth Management first reported a position in Spire in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Spire position peaked at $78 in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Spire as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.