Spire Wealth Management’s Western Midstream Partners WES Stock Holding History

Spire Wealth Management’s Portfolio WES Stock Details WES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-1,033	Closed	-$42.3K	–	2585
2025 Q1	$42.3K	Hold	1,033	–	–	﹤0.01%	1339
2024 Q4	$39.7K	Hold	1,033	–	–	﹤0.01%	1369
2024 Q3	$39.5K	Hold	1,033	–	–	﹤0.01%	1206
2024 Q2	$41K	Hold	1,033	–	–	﹤0.01%	1182
2024 Q1	$36.7K	Hold	1,033	–	–	﹤0.01%	1316
2023 Q4	$28.7K	Hold	1,033	–	–	﹤0.01%	1404
2023 Q3	$28.1K	Hold	1,033	–	–	﹤0.01%	1378
2023 Q2	$27.4K	Hold	1,033	–	–	﹤0.01%	1452
2023 Q1	$27.2K	Buy	1,033 +929	+893%	+$25K	﹤0.01%	1486
2022 Q4	$3K	Buy	104 +2	+2%	+$54	﹤0.01%	2000
2022 Q3	$3K	Buy	+102	New	+$2.72K	﹤0.01%	1901
2022 Q1	–	Sell	-631	Closed	-$14K	–	2902
2021 Q4	$14K	Buy	+631	New	+$13.5K	﹤0.01%	2259
2021 Q2	–	Sell	-2,156	Closed	-$40K	–	2991
2021 Q1	$40K	Buy	+2,156	New	+$36.7K	﹤0.01%	1850

Other funds holding WES

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Spire Wealth Management's WES Position: Q2 2025 in Review

Spire Wealth Management sold out of Western Midstream Partners (WES) in Q2 2025, closing a stake of 1,033 shares — an estimated $42.3K sold.

Spire Wealth Management first reported a position in WES in Q1 2021 and held it in 13 quarters. The position peaked at $42.3K in Q1 2025. 281 funds tracked by Wall St. Rank hold WES as of Q2 2025.

Spire Wealth Management reported no remaining Western Midstream Partners position as of Q2 2025 after selling out during the quarter.
Spire Wealth Management sold 1,033 Western Midstream Partners shares in Q2 2025, an estimated $42.3K.
Spire Wealth Management first reported a position in Western Midstream Partners in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Western Midstream Partners position peaked at $42.3K in Q1 2025.
281 funds tracked by Wall St. Rank held Western Midstream Partners as of Q2 2025.

Based on Spire Wealth Management's 13F filing for Q2 2025, filed 4 Aug 2025.