Spire Wealth Management
DTM icon

Spire Wealth Management’s DT Midstream DTM Stock Holding History

Spire Wealth Management’s Portfolio DTM Stock Details DTM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$41.7K Hold
349
– – ﹤0.01% 1190
2026
Q2 		$51.2K Hold
349
– – ﹤0.01% 1178
2026
Q1 		$47K Sell
349
-57
-14% -$7.43K ﹤0.01% 1183
2025
Q4 		$48.6K Hold
406
– – ﹤0.01% 1191
2025
Q3 		$45.9K Buy
406
+1
+0.2% +$105 ﹤0.01% 1268
2025
Q2 		$44.6K Hold
405
– – ﹤0.01% 1244
2025
Q1 		$39.1K Sell
405
-980
-71% -$98.1K ﹤0.01% 1370
2024
Q4 		$138K Buy
1,385
+981
+243% +$93.4K ﹤0.01% 932
2024
Q3 		$31.8K Hold
404
– – ﹤0.01% 1282
2024
Q2 		$28.7K Sell
404
-99
-20% -$6.5K ﹤0.01% 1302
2024
Q1 		$30.7K Buy
503
+109
+28% +$6.07K ﹤0.01% 1380
2023
Q4 		$21.2K Buy
394
+5
+1% +$275 ﹤0.01% 1519
2023
Q3 		$20.6K Buy
389
+1
+0.3% +$52 ﹤0.01% 1491
2023
Q2 		$19.2K Buy
388
+1
+0.3% +$48 ﹤0.01% 1602
2023
Q1 		$19.1K Sell
387
-597
-61% -$30.9K ﹤0.01% 1636
2022
Q4 		$54K Buy
984
+24
+3% +$1.37K ﹤0.01% 958
2022
Q3 		$50K Sell
960
-681
-41% -$36.8K ﹤0.01% 947
2022
Q2 		$80K Buy
+1,641
New +$89.6K ﹤0.01% 1116

Other funds holding DTM

Close Asset Management
Close Asset Management London, United Kingdom $3.42B AUM 34.5% 1-Year Est. Return
NXG Investment Management
NXG Investment Management Dallas, Texas $2.18B AUM 31.25% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
Deroy & Devereaux Private Investment Counsel
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.31B AUM 43.14% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Hennessy Advisors Inc
Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Spire Wealth Management's DTM Position: Q3 2026 in Review

Spire Wealth Management held its DT Midstream (DTM) position steady in Q3 2026 at 349 shares worth $41.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Spire Wealth Management first reported a position in DTM in Q2 2022 and has held it in 18 quarters since. The position peaked at $138K in Q4 2024. 221 funds tracked by Wall St. Rank hold DTM as of Q3 2026.

  • Spire Wealth Management held 349 shares of DT Midstream worth $41.7K as of Q3 2026.
  • Spire Wealth Management left its DT Midstream share count unchanged in Q3 2026.
  • DT Midstream made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1190 holding.
  • Spire Wealth Management first reported a position in DT Midstream in Q2 2022 and has held it in 18 quarters since.
  • Spire Wealth Management's DT Midstream position peaked at $138K in Q4 2024.
  • 221 funds tracked by Wall St. Rank held DT Midstream as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.