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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

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

SHP Wealth Management held its Spire (SR) position steady in Q1 2026 at 428 shares worth $38.8K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

SHP Wealth Management first reported a position in SR in Q4 2025 and has held it in 2 quarters since. 402 funds tracked by Wall St. Rank hold SR as of Q1 2026.

SHP Wealth Management held 428 shares of Spire worth $38.8K as of Q1 2026.
SHP Wealth Management left its Spire share count unchanged in Q1 2026.
Spire made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #554 holding.
SHP Wealth Management first reported a position in Spire in Q4 2025 and has held it in 2 quarters since.
402 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.