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SHP Wealth Management’s Spire SR Stock Holding History

SHP 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 		$33.9K Buy
434
+6
+1% +$516 ﹤0.01% 641
2026
Q1 		$38.8K Hold
428
– – ﹤0.01% 554
2025
Q4 		$35.4K Buy
+428
New +$36.5K ﹤0.01% 555

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 $3.38T AUM 44.17% 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

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

SHP Wealth Management increased its Spire (SR) stake by 1.4% in Q2 2026, buying an estimated $516 and bringing the position to 434 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

SHP Wealth Management first reported a position in SR in Q4 2025 and has held it in 3 quarters since. The position peaked at $38.8K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • SHP Wealth Management held 434 shares of Spire worth $33.9K as of Q2 2026.
  • SHP Wealth Management bought 6 Spire shares in Q2 2026, an estimated $516.
  • Spire made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #641 holding.
  • SHP Wealth Management first reported a position in Spire in Q4 2025 and has held it in 3 quarters since.
  • SHP Wealth Management's Spire position peaked at $38.8K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.