SWM
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Spire Wealth Management’s Antero Midstream AM Stock Holding History

Spire Wealth Management’s Portfolio AM Stock Details AM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$239K Hold
10,500
– – 0.01% 739
2026
Q1 		$239K Hold
10,500
– – 0.01% 728
2025
Q4 		$187K Buy
10,500
+1,000
+11% +$18K 0.01% 810
2025
Q3 		$185K Hold
9,500
– – 0.01% 803
2025
Q2 		$180K Hold
9,500
– – 0.01% 792
2025
Q1 		$171K Hold
9,500
– – 0.01% 861
2024
Q4 		$143K Sell
9,500
-360
-4% -$5.48K ﹤0.01% 922
2024
Q3 		$148K Sell
9,860
-2,230
-18% -$32.5K 0.01% 808
2024
Q2 		$178K Sell
12,090
-650
-5% -$9.33K 0.01% 740
2024
Q1 		$179K Hold
12,740
– – ﹤0.01% 796
2023
Q4 		$155K Sell
12,740
-760
-6% -$9.58K 0.01% 836
2023
Q3 		$162K Buy
13,500
+10
+0.1% +$118 0.01% 776
2023
Q2 		$156K Hold
13,490
– – 0.01% 804
2023
Q1 		$142K Sell
13,490
-800
-6% -$8.51K 0.01% 848
2022
Q4 		$154K Hold
14,290
– – 0.01% 613
2022
Q3 		$131K Sell
14,290
-3,300
-19% -$32.5K 0.01% 625
2022
Q2 		$159K Sell
17,590
-2
-0% -$21 0.01% 844
2022
Q1 		$191K Sell
17,592
-3,059
-15% -$31.1K 0.01% 919
2021
Q4 		$200K Buy
20,651
+3,151
+18% +$32.7K ﹤0.01% 1091
2021
Q3 		$182K Sell
17,500
-8,596
-33% -$84.3K ﹤0.01% 963
2021
Q2 		$271K Buy
26,096
+4,481
+21% +$42.8K 0.01% 818
2021
Q1 		$196K Buy
+21,615
New +$186K 0.01% 1071

Other funds holding AM

CCM
Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return
GFWA
Grey Fox Wealth Advisors Rockland, Delaware $637M AUM 15.95% 1-Year Est. Return
HAI
Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIA
SeaBridge Investment Advisors Summit, New Jersey $692M AUM 52.26% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Spire Wealth Management's AM Position: Q2 2026 in Review

Spire Wealth Management held its Antero Midstream (AM) position steady in Q2 2026 at 10,500 shares worth $239K. The position accounts for 0.01% of the portfolio, ranked #739.

Spire Wealth Management first reported a position in AM in Q1 2021 and has held it in 22 quarters since. The position peaked at $271K in Q2 2021. 58 funds tracked by Wall St. Rank hold AM as of Q2 2026.

  • Spire Wealth Management held 10,500 shares of Antero Midstream worth $239K as of Q2 2026.
  • Spire Wealth Management left its Antero Midstream share count unchanged in Q2 2026.
  • Antero Midstream made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #739 holding.
  • Spire Wealth Management first reported a position in Antero Midstream in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Antero Midstream position peaked at $271K in Q2 2021.
  • 58 funds tracked by Wall St. Rank held Antero Midstream as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.