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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Physician Wealth Advisors's SR Position: Q1 2026 in Review

Physician Wealth Advisors held its Spire (SR) position steady in Q1 2026 at 1,025 shares worth $92.8K. The position accounts for 0.01% of the portfolio, ranked #294.

Physician Wealth Advisors first reported a position in SR in Q4 2024 and has held it in 6 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Physician Wealth Advisors held 1,025 shares of Spire worth $92.8K as of Q1 2026.
  • Physician Wealth Advisors left its Spire share count unchanged in Q1 2026.
  • Spire made up 0.01% of Physician Wealth Advisors's portfolio in Q1 2026, its #294 holding.
  • Physician Wealth Advisors first reported a position in Spire in Q4 2024 and has held it in 6 quarters since.
  • 400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.