SWM
PPL

Spire Wealth Management’s PPL Corp PPL Stock Holding History

Spire Wealth Management’s Portfolio PPL Stock Details PPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.98K Sell
137
-895
-87% -$33.1K ﹤0.01% 1829
2026
Q1 		$39.4K Sell
1,032
-40
-4% -$1.48K ﹤0.01% 1240
2025
Q4 		$37.5K Buy
1,072
+9
+0.8% +$325 ﹤0.01% 1268
2025
Q3 		$39.5K Sell
1,063
-204
-16% -$7.33K ﹤0.01% 1312
2025
Q2 		$42.9K Sell
1,267
-889
-41% -$30.9K ﹤0.01% 1260
2025
Q1 		$77.9K Buy
2,156
+118
+6% +$4K ﹤0.01% 1134
2024
Q4 		$66.2K Buy
2,038
+204
+11% +$6.72K ﹤0.01% 1174
2024
Q3 		$60.7K Sell
1,834
-588
-24% -$18K ﹤0.01% 1072
2024
Q2 		$67K Sell
2,422
-3,201
-57% -$89.8K ﹤0.01% 1019
2024
Q1 		$155K Buy
5,623
+20
+0.4% +$532 ﹤0.01% 853
2023
Q4 		$146K Sell
5,603
-454
-7% -$11.5K ﹤0.01% 869
2023
Q3 		$143K Sell
6,057
-324
-5% -$8.38K 0.01% 819
2023
Q2 		$169K Sell
6,381
-101
-2% -$2.79K 0.01% 776
2023
Q1 		$180K Buy
6,482
+3,753
+138% +$106K 0.01% 762
2022
Q4 		$80K Buy
2,729
+622
+30% +$17.1K ﹤0.01% 821
2022
Q3 		$53K Sell
2,107
-6,758
-76% -$193K ﹤0.01% 934
2022
Q2 		$241K Sell
8,865
-3,183
-26% -$91.4K 0.01% 695
2022
Q1 		$345K Sell
12,048
-5,997
-33% -$169K 0.01% 681
2021
Q4 		$544K Buy
18,045
+4,785
+36% +$138K 0.01% 672
2021
Q3 		$370K Sell
13,260
-206
-2% -$5.94K 0.01% 693
2021
Q2 		$377K Sell
13,466
-6,939
-34% -$200K 0.01% 703
2021
Q1 		$578K Buy
+20,405
New +$571K 0.02% 617

Other funds holding PPL

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Spire Wealth Management reduced its PPL Corp (PPL) stake by 87% in Q2 2026, selling an estimated $33.1K and leaving 137 shares worth $4.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1829.

Spire Wealth Management first reported a position in PPL in Q1 2021 and has held it in 22 quarters since. The position peaked at $578K in Q1 2021. 1,029 funds tracked by Wall St. Rank hold PPL as of Q2 2026.

  • Spire Wealth Management held 137 shares of PPL Corp worth $4.98K as of Q2 2026.
  • Spire Wealth Management sold 895 PPL Corp shares in Q2 2026, an estimated $33.1K.
  • PPL Corp made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1829 holding.
  • Spire Wealth Management first reported a position in PPL Corp in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's PPL Corp position peaked at $578K in Q1 2021.
  • 1,029 funds tracked by Wall St. Rank held PPL Corp as of Q2 2026.

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