SWM
STRL icon

Spire Wealth Management’s Sterling Infrastructure STRL Stock Holding History

Spire Wealth Management’s Portfolio STRL Stock Details STRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.27M Sell
2,699
-590
-18% -$414K 0.07% 255
2026
Q1 		$1.34M Sell
3,289
-38
-1% -$14.9K 0.05% 333
2025
Q4 		$1.02M Sell
3,327
-324
-9% -$112K 0.03% 384
2025
Q3 		$1.24M Sell
3,651
-2,141
-37% -$608K 0.04% 337
2025
Q2 		$1.34M Buy
5,792
+5,702
+6,336% +$996K 0.05% 311
2025
Q1 		$10.2K Sell
90
-8,702
-99% -$1.23M ﹤0.01% 1828
2024
Q4 		$1.48M Buy
8,792
+6,384
+265% +$1.1M 0.05% 302
2024
Q3 		$349K Buy
2,408
+213
+10% +$25.3K 0.01% 603
2024
Q2 		$260K Buy
+2,195
New +$250K 0.01% 651
2023
Q3 		– Sell
-85
Closed -$4.74K – 2462
2023
Q2 		$4.74K Sell
85
-40
-32% -$1.77K ﹤0.01% 2018
2023
Q1 		$4.74K Buy
+125
New +$4.56K ﹤0.01% 2044

Other funds holding STRL

CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SPG
Strategic Planning Group Bountiful, Utah $918M AUM 37.38% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
GWMI
Guardian Wealth Management (Illinois) Peoria, Illinois $204M AUM 31.9% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

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

Spire Wealth Management reduced its Sterling Infrastructure (STRL) stake by 18% in Q2 2026, selling an estimated $414K and leaving 2,699 shares worth $2.27M. The position accounts for 0.07% of the portfolio, ranked #255.

Spire Wealth Management first reported a position in STRL in Q1 2023 and has held it in 11 quarters since. 133 funds tracked by Wall St. Rank hold STRL as of Q2 2026.

  • Spire Wealth Management held 2,699 shares of Sterling Infrastructure worth $2.27M as of Q2 2026.
  • Spire Wealth Management sold 590 Sterling Infrastructure shares in Q2 2026, an estimated $414K.
  • Sterling Infrastructure made up 0.07% of Spire Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Spire Wealth Management first reported a position in Sterling Infrastructure in Q1 2023 and has held it in 11 quarters since.
  • 133 funds tracked by Wall St. Rank held Sterling Infrastructure as of Q2 2026.

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