SWM
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Spire Wealth Management’s NuScale Power SMR Stock Holding History

Spire Wealth Management’s Portfolio SMR Stock Details SMR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$36.8K Sell
3,673
-1,300
-26% -$14.7K ﹤0.01% 1260
2026
Q1 		$53.9K Sell
4,973
-2,900
-37% -$44.1K ﹤0.01% 1148
2025
Q4 		$112K Sell
7,873
-113
-1% -$3.23K ﹤0.01% 957
2025
Q3 		$287K Buy
7,986
+3,413
+75% +$136K 0.01% 685
2025
Q2 		$181K Buy
4,573
+4,500
+6,164% +$113K 0.01% 789
2025
Q1 		$1.03K Sell
73
-14,539
-100% -$294K ﹤0.01% 2381
2024
Q4 		$262K Buy
+14,612
New +$301K 0.01% 741

Other funds holding SMR

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
MG
Marex Group London $23.6B AUM 57.16% 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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Spire Wealth Management reduced its NuScale Power (SMR) stake by 26% in Q2 2026, selling an estimated $14.7K and leaving 3,673 shares worth $36.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1260.

Spire Wealth Management first reported a position in SMR in Q4 2024 and has held it in 7 quarters since. The position peaked at $287K in Q3 2025. 519 funds tracked by Wall St. Rank hold SMR as of Q2 2026.

  • Spire Wealth Management held 3,673 shares of NuScale Power worth $36.8K as of Q2 2026.
  • Spire Wealth Management sold 1,300 NuScale Power shares in Q2 2026, an estimated $14.7K.
  • NuScale Power made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1260 holding.
  • Spire Wealth Management first reported a position in NuScale Power in Q4 2024 and has held it in 7 quarters since.
  • Spire Wealth Management's NuScale Power position peaked at $287K in Q3 2025.
  • 519 funds tracked by Wall St. Rank held NuScale Power as of Q2 2026.

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