Advisornet Financial’s Spire SR Stock Holding History

Advisornet Financial’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	$3.83K	Hold	49	–	–	﹤0.01%	1809
2026 Q1	$4.44K	Buy	49 +23	+88%	+$2.02K	﹤0.01%	1758
2025 Q4	$2.15K	Hold	26	–	–	﹤0.01%	1891
2025 Q3	$2.12K	Buy	+26	New	+$1.98K	﹤0.01%	1859
2024 Q1	–	Sell	-89	Closed	-$5.55K	–	2467
2023 Q4	$5.55K	Buy	89 +9	+11%	+$537	﹤0.01%	1470
2023 Q3	$4.53K	Sell	80 -7	-8%	-$425	﹤0.01%	1445
2023 Q2	$5.52K	Sell	87 -1	-1%	-$67	﹤0.01%	1479
2023 Q1	$6.17K	Buy	88 +1	+1%	+$71	﹤0.01%	1438
2022 Q4	$5.99K	Buy	87 +10	+13%	+$681	﹤0.01%	1426
2022 Q3	$5K	Hold	77	–	–	﹤0.01%	1526
2022 Q2	$6K	Hold	77	–	–	﹤0.01%	1483
2022 Q1	$6K	Buy	+77	New	+$5.11K	﹤0.01%	1587

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Advisornet Financial's SR Position: Q2 2026 in Review

Advisornet Financial held its Spire (SR) position steady in Q2 2026 at 49 shares worth $3.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1809.

Advisornet Financial first reported a position in SR in Q1 2022 and has held it in 12 quarters since. The position peaked at $6.17K in Q1 2023. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Advisornet Financial held 49 shares of Spire worth $3.83K as of Q2 2026.
Advisornet Financial left its Spire share count unchanged in Q2 2026.
Spire made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1809 holding.
Advisornet Financial first reported a position in Spire in Q1 2022 and has held it in 12 quarters since.
Advisornet Financial's Spire position peaked at $6.17K in Q1 2023.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.