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Spire Wealth Management’s Erie Indemnity ERIE Stock Holding History

Spire Wealth Management’s Portfolio ERIE Stock Details ERIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.92K Sell
8
-2
-20% -$459 ﹤0.01% 2022
2026
Q1 		$2.51K Buy
10
+3
+43% +$805 ﹤0.01% 1998
2025
Q4 		$2.01K Buy
7
+5
+250% +$1.49K ﹤0.01% 2100
2025
Q3 		$636 Hold
2
– – ﹤0.01% 2328
2025
Q2 		$694 Buy
+2
New +$742 ﹤0.01% 2335

Other funds holding ERIE

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.2B AUM 41.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Spire Wealth Management reduced its Erie Indemnity (ERIE) stake by 20% in Q2 2026, selling an estimated $459 and leaving 8 shares worth $1.92K. The position accounts for ﹤0.01% of the portfolio, ranked #2022.

Spire Wealth Management first reported a position in ERIE in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.51K in Q1 2026. 441 funds tracked by Wall St. Rank hold ERIE as of Q2 2026.

  • Spire Wealth Management held 8 shares of Erie Indemnity worth $1.92K as of Q2 2026.
  • Spire Wealth Management sold 2 Erie Indemnity shares in Q2 2026, an estimated $459.
  • Erie Indemnity made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2022 holding.
  • Spire Wealth Management first reported a position in Erie Indemnity in Q2 2025 and has held it in 5 quarters since.
  • Spire Wealth Management's Erie Indemnity position peaked at $2.51K in Q1 2026.
  • 441 funds tracked by Wall St. Rank held Erie Indemnity as of Q2 2026.

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