Physician Wealth Advisors’s Spruce Power Holding Corp SPRU Stock Holding History

Physician Wealth Advisors’s Portfolio SPRU Stock Details SPRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$573	Hold	222	–	–	﹤0.01%	2044
2026 Q1	$911	Hold	222	–	–	﹤0.01%	1741
2025 Q4	$1.13K	Hold	222	–	–	﹤0.01%	1542
2025 Q3	$544	Buy	+222	New	+$346	﹤0.01%	1780

Other funds holding SPRU

SIC

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Physician Wealth Advisors's SPRU Position: Q2 2026 in Review

Physician Wealth Advisors held its Spruce Power Holding Corp (SPRU) position steady in Q2 2026 at 222 shares worth $573. The position accounts for ﹤0.01% of the portfolio, ranked #2044.

Physician Wealth Advisors first reported a position in SPRU in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.13K in Q4 2025. 5 funds tracked by Wall St. Rank hold SPRU as of Q2 2026.

Physician Wealth Advisors held 222 shares of Spruce Power Holding Corp worth $573 as of Q2 2026.
Physician Wealth Advisors left its Spruce Power Holding Corp share count unchanged in Q2 2026.
Spruce Power Holding Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2044 holding.
Physician Wealth Advisors first reported a position in Spruce Power Holding Corp in Q3 2025 and has held it in 4 quarters since.
Physician Wealth Advisors's Spruce Power Holding Corp position peaked at $1.13K in Q4 2025.
5 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.