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Physician Wealth Advisors’s Spire SR Stock Holding History

Physician Wealth Advisors’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 		$78.6K Sell
1,006
-19
-2% -$1.63K 0.01% 352
2026
Q1 		$92.8K Hold
1,025
– – 0.01% 294
2025
Q4 		$84.8K Hold
1,025
– – 0.01% 299
2025
Q3 		$83.6K Buy
1,025
+25
+3% +$1.9K 0.01% 297
2025
Q2 		$73K Hold
1,000
– – 0.01% 298
2025
Q1 		$78.3K Hold
1,000
– – 0.01% 277
2024
Q4 		$67.8K Buy
+1,000
New +$67K 0.01% 305

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

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

Physician Wealth Advisors reduced its Spire (SR) stake by 1.9% in Q2 2026, selling an estimated $1.63K and leaving 1,006 shares worth $78.6K. The position accounts for 0.01% of the portfolio, ranked #352.

Physician Wealth Advisors first reported a position in SR in Q4 2024 and has held it in 7 quarters since. The position peaked at $92.8K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Physician Wealth Advisors held 1,006 shares of Spire worth $78.6K as of Q2 2026.
  • Physician Wealth Advisors sold 19 Spire shares in Q2 2026, an estimated $1.63K.
  • Spire made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #352 holding.
  • Physician Wealth Advisors first reported a position in Spire in Q4 2024 and has held it in 7 quarters since.
  • Physician Wealth Advisors's Spire position peaked at $92.8K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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