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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 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. 533 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.
533 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.