QWM
SR icon

Quaker Wealth Management’s Spire SR Stock Holding History

Quaker 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
2026
Q2 		$7.97K Hold
102
– – ﹤0.01% 301
2026
Q1 		$9.24K Hold
102
– – ﹤0.01% 301
2025
Q4 		$8.44K Hold
102
– – ﹤0.01% 312
2025
Q3 		$8.32K Hold
102
– – ﹤0.01% 294
2025
Q2 		$7.45K Buy
+102
New +$7.64K ﹤0.01% 308

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

Quaker Wealth Management's SR Position: Q2 2026 in Review

Quaker Wealth Management held its Spire (SR) position steady in Q2 2026 at 102 shares worth $7.97K. The position accounts for ﹤0.01% of the portfolio, ranked #301.

Quaker Wealth Management first reported a position in SR in Q2 2025 and has held it in 5 quarters since. The position peaked at $9.24K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Quaker Wealth Management held 102 shares of Spire worth $7.97K as of Q2 2026.
  • Quaker Wealth Management left its Spire share count unchanged in Q2 2026.
  • Spire made up ﹤0.01% of Quaker Wealth Management's portfolio in Q2 2026, its #301 holding.
  • Quaker Wealth Management first reported a position in Spire in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Spire position peaked at $9.24K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.