Wealth Enhancement Advisory Services
SR icon

Wealth Enhancement Advisory Services’s Spire SR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$713K Buy
8,827
+658
+8% +$56.5K ﹤0.01% 2363
2026
Q1 		$757K Sell
8,169
-1,842
-18% -$162K ﹤0.01% 1996
2025
Q4 		$821K Buy
10,011
+2,252
+29% +$192K ﹤0.01% 2089
2025
Q3 		$644K Buy
7,759
+450
+6% +$34.2K ﹤0.01% 2159
2025
Q2 		$541K Buy
7,309
+1,476
+25% +$111K ﹤0.01% 2166
2025
Q1 		$456K Buy
5,833
+844
+17% +$61.7K ﹤0.01% 2133
2024
Q4 		$338K Buy
4,989
+815
+20% +$54.6K ﹤0.01% 2283
2024
Q3 		$281K Buy
4,174
+619
+17% +$40.2K ﹤0.01% 2222
2024
Q2 		$216K Sell
3,555
-4
-0.1% -$242 ﹤0.01% 2234
2024
Q1 		$218K Buy
+3,559
New +$213K ﹤0.01% 2133

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Wealth Enhancement Advisory Services's SR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Spire (SR) stake by 8.1% in Q2 2026, buying an estimated $56.5K and bringing the position to 8,827 shares worth $713K. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Wealth Enhancement Advisory Services first reported a position in SR in Q1 2024 and has held it in 10 quarters since. The position peaked at $821K in Q4 2025. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 8,827 shares of Spire worth $713K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 658 Spire shares in Q2 2026, an estimated $56.5K.
  • Spire made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2363 holding.
  • Wealth Enhancement Advisory Services first reported a position in Spire in Q1 2024 and has held it in 10 quarters since.
  • Wealth Enhancement Advisory Services's Spire position peaked at $821K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.