Advisory Services Network’s Spire SR Stock Holding History

Advisory Services Network’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 Q1	$32.2K	Buy	+356	New	+$31.2K	﹤0.01%	2898
2025 Q4	–	Sell	-250	Closed	-$20.4K	–	3929
2025 Q3	$20.4K	Buy	+250	New	+$19K	﹤0.01%	2944
2023 Q1	–	Sell	-26	Closed	-$1.79K	–	4130
2022 Q4	$1.79K	Buy	+26	New	+$1.77K	﹤0.01%	3476
2021 Q1	–	Sell	-20	Closed	-$1K	–	2738
2020 Q4	$1K	Sell	20 -297	-94%	-$18.1K	﹤0.01%	3191
2020 Q3	$17K	Buy	+317	New	+$18.9K	﹤0.01%	2175
2020 Q2	–	Sell	-196	Closed	-$14K	–	2521
2020 Q1	$14K	Sell	196 -4	-2%	-$321	﹤0.01%	2084
2019 Q4	$17K	Buy	200 +20	+11%	+$1.64K	﹤0.01%	2110
2019 Q3	$15K	Hold	180	–	–	﹤0.01%	1974
2019 Q2	$15K	Buy	+180	New	+$15.1K	﹤0.01%	1972
2018 Q3	–	Sell	-73	Closed	-$5K	–	2614
2018 Q2	$5K	Sell	73 -41	-36%	-$2.89K	﹤0.01%	2040
2018 Q1	$8K	Hold	114	–	–	﹤0.01%	1963
2017 Q4	$9K	Hold	114	–	–	﹤0.01%	1891
2017 Q3	$9K	Hold	114	–	–	﹤0.01%	1667
2017 Q2	$8K	Buy	114 +44	+63%	+$3.07K	﹤0.01%	1644
2017 Q1	$5K	Buy	+70	New	+$4.55K	﹤0.01%	1724
2016 Q1	–	Sell	-38	Closed	-$2K	–	1771
2015 Q4	$2K	Sell	38 -71	-65%	-$4.09K	﹤0.01%	1365
2015 Q3	$6K	Hold	109	–	–	﹤0.01%	1082
2015 Q2	$6K	Buy	109 +18	+20%	+$939	﹤0.01%	1031
2015 Q1	$5K	Buy	+91	New	+$4.77K	﹤0.01%	1013

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Advisory Services Network's SR Position: Q1 2026 in Review

Advisory Services Network opened a new position in Spire (SR) in Q1 2026: 356 shares worth $32.2K. The stake represents ﹤0.01% of the portfolio and ranks #2898 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in SR as recently as Q3 2025.

Advisory Services Network first reported a position in SR in Q1 2015 and has held it in 19 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

Advisory Services Network held 356 shares of Spire worth $32.2K as of Q1 2026.
Spire was a new Advisory Services Network position in Q1 2026.
Spire made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #2898 holding.
Advisory Services Network first reported a position in Spire in Q1 2015 and has held it in 19 quarters since.
400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.