SWM
CTRA

Spire Wealth Management’s Coterra Energy CTRA Stock Holding History

Spire Wealth Management’s Portfolio CTRA Stock Details CTRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,596
Closed -$91.2K – 2260
2026
Q1 		$91.2K Buy
2,596
+2,335
+895% +$70.2K ﹤0.01% 991
2025
Q4 		$6.87K Buy
261
+39
+18% +$983 ﹤0.01% 1833
2025
Q3 		$5.25K Sell
222
-1,186
-84% -$28.6K ﹤0.01% 1943
2025
Q2 		$35.7K Sell
1,408
-886
-39% -$22.5K ﹤0.01% 1319
2025
Q1 		$66.3K Buy
2,294
+1,860
+429% +$51.9K ﹤0.01% 1187
2024
Q4 		$11.1K Sell
434
-1,123
-72% -$27.9K ﹤0.01% 1809
2024
Q3 		$37.3K Buy
1,557
+102
+7% +$2.52K ﹤0.01% 1228
2024
Q2 		$38.8K Buy
1,455
+71
+5% +$1.97K ﹤0.01% 1211
2024
Q1 		$38.6K Buy
1,384
+112
+9% +$2.87K ﹤0.01% 1302
2023
Q4 		$31K Sell
1,272
-1,131
-47% -$30.3K ﹤0.01% 1368
2023
Q3 		$65K Buy
2,403
+120
+5% +$3.27K ﹤0.01% 1073
2023
Q2 		$57.8K Sell
2,283
-55
-2% -$1.37K ﹤0.01% 1144
2023
Q1 		$57.4K Buy
2,338
+2,003
+598% +$49.2K ﹤0.01% 1143
2022
Q4 		$8K Sell
335
-397
-54% -$10.9K ﹤0.01% 1687
2022
Q3 		$19K Sell
732
-2,372
-76% -$67.9K ﹤0.01% 1344
2022
Q2 		$80K Sell
3,104
-1,860
-37% -$56.4K ﹤0.01% 1115
2022
Q1 		$134K Buy
4,964
+4,600
+1,264% +$107K ﹤0.01% 1064
2021
Q4 		$7K Buy
+364
New +$7.59K ﹤0.01% 2477

Other funds holding CTRA

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
JSSH
J. Safra Sarasin Holding $6.97B AUM 32.91% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
HEIP
Hudson Edge Investment Partners Jersey City, New Jersey $732M AUM 23.32% 1-Year Est. Return
TCOV
Trust Company of Vermont Brattleboro, Vermont $2.68B AUM

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

Spire Wealth Management sold out of Coterra Energy (CTRA) in Q2 2026, closing a stake of 2,596 shares — an estimated $91.2K sold.

Spire Wealth Management first reported a position in CTRA in Q4 2021 and held it in 18 quarters. The position peaked at $134K in Q1 2022. 5 funds tracked by Wall St. Rank hold CTRA as of Q2 2026.

  • Spire Wealth Management reported no remaining Coterra Energy position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 2,596 Coterra Energy shares in Q2 2026, an estimated $91.2K.
  • Spire Wealth Management first reported a position in Coterra Energy in Q4 2021 and held it in 18 quarters.
  • Spire Wealth Management's Coterra Energy position peaked at $134K in Q1 2022.
  • 5 funds tracked by Wall St. Rank held Coterra Energy as of Q2 2026.

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