Spire Wealth Management’s Equitrans Midstream Corporation Common Stock ETRN Stock Holding History

Spire Wealth Management’s Portfolio ETRN Stock Details ETRN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-57	Closed	-$590	–	2432
2023 Q4	$590	Sell	57 -13	-19%	-$122	﹤0.01%	2341
2023 Q3	$656	Buy	70 +13	+23%	+$124	﹤0.01%	2316
2023 Q2	$545	Buy	+57	New	+$383	﹤0.01%	2377
2022 Q3	–	Sell	-91	Closed	-$1K	–	2676
2022 Q2	$1K	Buy	+91	New	+$702	﹤0.01%	2616
2022 Q1	–	Sell	-1,189	Closed	-$12K	–	2950
2021 Q4	$12K	Buy	+1,189	New	+$12.3K	﹤0.01%	2328
2021 Q3	–	Sell	-257	Closed	-$2K	–	2667
2021 Q2	$2K	Sell	257 -4,630	-95%	-$39.2K	﹤0.01%	2514
2021 Q1	$42K	Buy	+4,887	New	+$37.2K	﹤0.01%	1823

Other funds holding ETRN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

KGH Ltd Nassau, Bahamas $1.92B AUM 13.96% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

Spire Wealth Management's ETRN Position: Q1 2024 in Review

Spire Wealth Management sold out of Equitrans Midstream Corporation Common Stock (ETRN) in Q1 2024, closing a stake of 57 shares — an estimated $590 sold.

Spire Wealth Management first reported a position in ETRN in Q1 2021 and held it in 7 quarters. The position peaked at $42K in Q1 2021. 380 funds tracked by Wall St. Rank hold ETRN as of Q1 2024.

Spire Wealth Management reported no remaining Equitrans Midstream Corporation Common Stock position as of Q1 2024 after selling out during the quarter.
Spire Wealth Management sold 57 Equitrans Midstream Corporation Common Stock shares in Q1 2024, an estimated $590.
Spire Wealth Management first reported a position in Equitrans Midstream Corporation Common Stock in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Equitrans Midstream Corporation Common Stock position peaked at $42K in Q1 2021.
380 funds tracked by Wall St. Rank held Equitrans Midstream Corporation Common Stock as of Q1 2024.

Based on Spire Wealth Management's 13F filing for Q1 2024, filed 24 Apr 2024.