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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
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 		$9.69K Buy
+335
New +$9.76K ﹤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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Spire Wealth Management increased its Hess Midstream (HESM) stake by 2.1% in Q2 2026, buying an estimated $346 and bringing the position to 431 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1508.

Spire Wealth Management first reported a position in HESM in Q1 2021 and has held it in 20 quarters since. The position peaked at $16.5K in Q1 2025. 286 funds tracked by Wall St. Rank hold HESM as of Q2 2026.

  • Spire Wealth Management held 431 shares of Hess Midstream worth $16.2K as of Q2 2026.
  • Spire Wealth Management bought 9 Hess Midstream shares in Q2 2026, an estimated $346.
  • Hess Midstream made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1508 holding.
  • Spire Wealth Management first reported a position in Hess Midstream in Q1 2021 and has held it in 20 quarters since.
  • Spire Wealth Management's Hess Midstream position peaked at $16.5K in Q1 2025.
  • 286 funds tracked by Wall St. Rank held Hess Midstream as of Q2 2026.

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