Spire Wealth Management PBMY — PGIM ROCK ETF TR

Ownership history in Spire Wealth Management  ·  4 quarters on record

AI Ownership Summary

Spire Wealth Management reported PGIM ROCK ETF TR (PBMY) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q1. Peak portfolio weight reached 0.06% in 2025 Q2. The latest visible filing shows PBMY at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this PBMY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in PGIM ROCK ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

PBMY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

PBMY stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held PBMY — position size vs. price
% of Fund (quarterly)    PBMY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 24,546 -5,712 -18.9% 0.03% $743K 2026-04-22 $30.59
2025 Q4 REDUCED 34.4% +0.8% ❌ 30,258 -15,836 -34.4% 0.03% $908K 2026-01-14 $30.08
2025 Q3 REDUCED 15.1% +1.9% ❌ 46,094 -8,189 -15.1% 0.05% $1.4M 2025-10-23 $29.56
2025 Q2 INITIATED — — — 54,283 — — 0.06% $1.6M 2025-08-04 $28.99

🏢 Other funds also holding PBMY

As of 2026 Q1 — sorted by position size

JIM SAULNIER & ASSOCIATES, LLC 1.47% LeClair Wealth Partners LLC 0.08% Blue Water Asset Management 0.08% DHJJ Financial Advisors, Ltd. 3Y 0.02% CENTAURUS FINANCIAL, INC. 3Y 7Y 0.01% PRUDENTIAL FINANCIAL INC 3Y 7Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.01% COMMONWEALTH EQUITY SERVICES, LLC 3Y 7Y 0.0% ROYAL BANK OF CANADA 3Y 7Y 0.0% UBS Group AG 3Y 7Y 0.0%

FAQ About Spire Wealth Management and PBMY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning PBMY?

Spire Wealth Management reported PBMY across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported PBMY position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for PBMY was 0.06% in 2025 Q2.

What is the latest reported PBMY position on this page?

The most recent filing on this page is 2026 Q1, when Spire Wealth Management reported 24,546 shares, equal to 0.03% of portfolio, with an estimated market value of $743K.

What does the chart on this PBMY ownership page compare?

The chart compares Spire Wealth Management's quarterly PBMY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their PBMY position?

Based on 13F filing dates vs. subsequent PBMY price moves, Spire Wealth Management correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on PBMY relative to SPY over the holding period was -19.6%.

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