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
2025 Q2	–	Sell	-102	Closed	-$7.98K	–	1599
2025 Q1	$7.98K	Buy	+102	New	+$7.46K	﹤0.01%	315

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Quaker Wealth Management's SR Position: Q1 2026 in Review

Quaker Wealth Management held its Spire (SR) position steady in Q1 2026 at 102 shares worth $9.24K. 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 4 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

Quaker Wealth Management held 102 shares of Spire worth $9.24K as of Q1 2026.
Quaker Wealth Management left its Spire share count unchanged in Q1 2026.
Spire made up ﹤0.01% of Quaker Wealth Management's portfolio in Q1 2026, its #301 holding.
Quaker Wealth Management first reported a position in Spire in Q2 2025 and has held it in 4 quarters since.
400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Quaker Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.