PWMG
SR icon

Private Wealth Management Group’s Spire SR Stock Holding History

Private Wealth Management Group’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 		$10K Hold
128
– – ﹤0.01% 578
2026
Q1 		$11.6K Hold
128
– – ﹤0.01% 484
2025
Q4 		$10.6K Hold
128
– – ﹤0.01% 495
2025
Q3 		$10.4K Hold
128
– – ﹤0.01% 497
2025
Q2 		$9.34K Hold
128
– – ﹤0.01% 513
2025
Q1 		$10K Hold
128
– – ﹤0.01% 470
2024
Q4 		$8.68K Hold
128
– – ﹤0.01% 534
2024
Q3 		$8.61K Hold
128
– – ﹤0.01% 500
2024
Q2 		$7.77K Buy
+128
New +$7.73K ﹤0.01% 527

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

Private Wealth Management Group's SR Position: Q2 2026 in Review

Private Wealth Management Group held its Spire (SR) position steady in Q2 2026 at 128 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

Private Wealth Management Group first reported a position in SR in Q2 2024 and has held it in 9 quarters since. The position peaked at $11.6K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Private Wealth Management Group held 128 shares of Spire worth $10K as of Q2 2026.
  • Private Wealth Management Group left its Spire share count unchanged in Q2 2026.
  • Spire made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #578 holding.
  • Private Wealth Management Group first reported a position in Spire in Q2 2024 and has held it in 9 quarters since.
  • Private Wealth Management Group's Spire position peaked at $11.6K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.