SWM
PR

Spire Wealth Management’s Permian Resources PR Stock Holding History

Spire Wealth Management’s Portfolio PR Stock Details PR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-985
Closed -$12.6K – 2443
2025
Q3 		$12.6K Buy
985
+541
+122% +$7.42K ﹤0.01% 1670
2025
Q2 		$6.05K Hold
444
– – ﹤0.01% 1891
2025
Q1 		$6.15K Buy
444
+300
+208% +$4.29K ﹤0.01% 2000
2024
Q4 		$2.07K Buy
+144
New +$2.09K ﹤0.01% 2250
2022
Q3 		– Sell
-500
Closed -$3K – 2504
2022
Q2 		$3K Sell
500
-500
-50% -$4K ﹤0.01% 2287
2022
Q1 		$8K Hold
1,000
– – ﹤0.01% 2120
2021
Q4 		$6K Sell
1,000
-50
-5% -$341 ﹤0.01% 2530
2021
Q3 		$7K Sell
1,050
-1,000
-49% -$5.45K ﹤0.01% 2206
2021
Q2 		$14K Buy
2,050
+50
+3% +$258 ﹤0.01% 2008
2021
Q1 		$8K Buy
+2,000
New +$7.01K ﹤0.01% 2486

Other funds holding PR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
POEH
Post Oak Energy Holdings Houston, Texas $449M AUM 53.94% 1-Year Est. Return
EECFX
EnCap Energy Capital Fund XI Houston, Texas $1.14B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return