Spire Wealth Management
WDS icon

Spire Wealth Management’s Woodside Energy WDS Stock Holding History

Spire Wealth Management’s Portfolio WDS Stock Details WDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.44K Hold
65
– – ﹤0.01% 2045
2026
Q2 		$1.26K Sell
65
-1
-2% -$22 ﹤0.01% 2097
2026
Q1 		$1.58K Hold
66
– – ﹤0.01% 2079
2025
Q4 		$1.03K Hold
66
– – ﹤0.01% 2191
2025
Q3 		$993 Hold
66
– – ﹤0.01% 2274
2025
Q2 		$1.02K Hold
66
– – ﹤0.01% 2278
2025
Q1 		$956 Hold
66
– – ﹤0.01% 2397
2024
Q4 		$1.03K Buy
+66
New +$1.06K ﹤0.01% 2366

Other funds holding WDS

ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $25.4B AUM 35.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Spire Wealth Management's WDS Position: Q3 2026 in Review

Spire Wealth Management held its Woodside Energy (WDS) position steady in Q3 2026 at 65 shares worth $1.44K. The position accounts for ﹤0.01% of the portfolio, ranked #2045.

Spire Wealth Management first reported a position in WDS in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.58K in Q1 2026. 232 funds tracked by Wall St. Rank hold WDS as of Q3 2026.

  • Spire Wealth Management held 65 shares of Woodside Energy worth $1.44K as of Q3 2026.
  • Spire Wealth Management left its Woodside Energy share count unchanged in Q3 2026.
  • Woodside Energy made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #2045 holding.
  • Spire Wealth Management first reported a position in Woodside Energy in Q4 2024 and has held it in 8 quarters since.
  • Spire Wealth Management's Woodside Energy position peaked at $1.58K in Q1 2026.
  • 232 funds tracked by Wall St. Rank held Woodside Energy as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.