Spire Wealth Management
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Spire Wealth Management’s Hess Midstream HESM Stock Holding History

Spire Wealth Management’s Portfolio HESM Stock Details HESM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.4K Buy
439
+8
+2% +$317 ﹤0.01% 1448
2026
Q2 		$16.2K Buy
431
+9
+2% +$346 ﹤0.01% 1508
2026
Q1 		$16.4K Buy
422
+8
+2% +$296 ﹤0.01% 1482
2025
Q4 		$14.3K Buy
414
+9
+2% +$303 ﹤0.01% 1603
2025
Q3 		$14K Sell
405
-12
-3% -$476 ﹤0.01% 1637
2025
Q2 		$16.1K Buy
417
+27
+7% +$1.03K ﹤0.01% 1585
2025
Q1 		$16.5K Buy
390
+6
+2% +$245 ﹤0.01% 1678
2024
Q4 		$14.2K Buy
384
+8
+2% +$288 ﹤0.01% 1740
2024
Q3 		$13.3K Buy
376
+7
+2% +$257 ﹤0.01% 1560
2024
Q2 		$13.4K Buy
369
+7
+2% +$247 ﹤0.01% 1554
2024
Q1 		$13.1K Buy
362
+7
+2% +$237 ﹤0.01% 1632
2023
Q4 		$11.4K Sell
355
-93
-21% -$2.85K ﹤0.01% 1717
2023
Q3 		$13.1K Buy
448
+106
+31% +$3.2K ﹤0.01% 1651
2023
Q2 		$10.5K Buy
342
+7
+2% +$202 ﹤0.01% 1799
2023
Q1 		$9.7K Buy
+335
New +$9.8K ﹤0.01% 1857
2022
Q3 		– Sell
-316
Closed -$9K – 2363
2022
Q2 		$9K Buy
316
+6
+2% +$185 ﹤0.01% 1951
2022
Q1 		$9K Buy
310
+6
+2% +$181 ﹤0.01% 2063
2021
Q4 		$8K Buy
304
+6
+2% +$156 ﹤0.01% 2442
2021
Q3 		$8K Buy
298
+5
+2% +$127 ﹤0.01% 2154
2021
Q2 		$7K Buy
293
+6
+2% +$145 ﹤0.01% 2229
2021
Q1 		$6K Buy
+287
New +$6.19K ﹤0.01% 2568

Other funds holding HESM

ALPS Advisors
ALPS Advisors Denver, Colorado $21.8B AUM 17.58% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return
Fractal Investments
Fractal Investments Glastonbury, Connecticut $883M AUM 25.39% 1-Year Est. Return
Eagle Global Advisors
Eagle Global Advisors Houston, Texas $3.02B AUM 27.86% 1-Year Est. Return
NEOS Investment Management
NEOS Investment Management Westport, Connecticut $31.3B AUM 47.44% 1-Year Est. Return
BI Asset Management Fondsmaeglerselskab
BI Asset Management Fondsmaeglerselskab Kobenhavn, Denmark $13.1B AUM 35.37% 1-Year Est. Return
Americana Partners
Americana Partners Houston, Texas $4.67B AUM 26.97% 1-Year Est. Return
Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Catalyst Capital Advisors
Catalyst Capital Advisors Huntington, New York $6.21B AUM 15.35% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

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

Spire Wealth Management increased its Hess Midstream (HESM) stake by 1.9% in Q3 2026, buying an estimated $317 and bringing the position to 439 shares worth $16.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1448.

Spire Wealth Management first reported a position in HESM in Q1 2021 and has held it in 21 quarters since. The position peaked at $16.5K in Q1 2025. 84 funds tracked by Wall St. Rank hold HESM as of Q3 2026.

  • Spire Wealth Management held 439 shares of Hess Midstream worth $16.4K as of Q3 2026.
  • Spire Wealth Management bought 8 Hess Midstream shares in Q3 2026, an estimated $317.
  • Hess Midstream made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1448 holding.
  • Spire Wealth Management first reported a position in Hess Midstream in Q1 2021 and has held it in 21 quarters since.
  • Spire Wealth Management's Hess Midstream position peaked at $16.5K in Q1 2025.
  • 84 funds tracked by Wall St. Rank held Hess Midstream as of Q3 2026.

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