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Spire Wealth Management’s Sempra SRE Stock Holding History

Spire Wealth Management’s Portfolio SRE Stock Details SRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21K Sell
227
-210
-48% -$19.5K ﹤0.01% 1429
2026
Q1 		$42.5K Buy
437
+155
+55% +$14.2K ﹤0.01% 1211
2025
Q4 		$24.9K Sell
282
-242
-46% -$22K ﹤0.01% 1402
2025
Q3 		$47.2K Sell
524
-135
-20% -$10.9K ﹤0.01% 1253
2025
Q2 		$50K Sell
659
-367
-36% -$27.3K ﹤0.01% 1191
2025
Q1 		$73.2K Buy
1,026
+317
+45% +$24.7K ﹤0.01% 1158
2024
Q4 		$62.2K Buy
709
+215
+44% +$18.8K ﹤0.01% 1200
2024
Q3 		$41.3K Sell
494
-105
-18% -$8.4K ﹤0.01% 1192
2024
Q2 		$45.6K Sell
599
-27
-4% -$2K ﹤0.01% 1152
2024
Q1 		$44.9K Sell
626
-255
-29% -$18.3K ﹤0.01% 1254
2023
Q4 		$64.2K Buy
881
+469
+114% +$33.5K ﹤0.01% 1119
2023
Q3 		$28K Sell
412
-32
-7% -$2.31K ﹤0.01% 1381
2023
Q2 		$32.3K Sell
444
-140
-24% -$10.5K ﹤0.01% 1386
2023
Q1 		$44.2K Buy
584
+242
+71% +$18.6K ﹤0.01% 1251
2022
Q4 		$26K Hold
342
– – ﹤0.01% 1263
2022
Q3 		$26K Sell
342
-3,054
-90% -$247K ﹤0.01% 1229
2022
Q2 		$255K Buy
3,396
+1,910
+129% +$153K 0.01% 680
2022
Q1 		$125K Sell
1,486
-2,732
-65% -$196K ﹤0.01% 1088
2021
Q4 		$279K Buy
4,218
+2,612
+163% +$166K 0.01% 943
2021
Q3 		$102K Sell
1,606
-420
-21% -$27.7K ﹤0.01% 1189
2021
Q2 		$135K Sell
2,026
-1,856
-48% -$127K ﹤0.01% 1082
2021
Q1 		$257K Buy
+3,882
New +$241K 0.01% 953

Other funds holding SRE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

Spire Wealth Management reduced its Sempra (SRE) stake by 48% in Q2 2026, selling an estimated $19.5K and leaving 227 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1429.

Spire Wealth Management first reported a position in SRE in Q1 2021 and has held it in 22 quarters since. The position peaked at $279K in Q4 2021. 1,282 funds tracked by Wall St. Rank hold SRE as of Q2 2026.

  • Spire Wealth Management held 227 shares of Sempra worth $21K as of Q2 2026.
  • Spire Wealth Management sold 210 Sempra shares in Q2 2026, an estimated $19.5K.
  • Sempra made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1429 holding.
  • Spire Wealth Management first reported a position in Sempra in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Sempra position peaked at $279K in Q4 2021.
  • 1,282 funds tracked by Wall St. Rank held Sempra as of Q2 2026.

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