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 Q2	–	Sell	-356	Closed	-$32.2K	–	4299
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 $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

Advisory Services Network's SR Position: Q2 2026 in Review

Advisory Services Network sold out of Spire (SR) in Q2 2026, closing a stake of 356 shares — an estimated $32.2K sold.

Advisory Services Network first reported a position in SR in Q1 2015 and held it in 19 quarters. The position peaked at $32.2K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Advisory Services Network reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 356 Spire shares in Q2 2026, an estimated $32.2K.
Advisory Services Network first reported a position in Spire in Q1 2015 and held it in 19 quarters.
Advisory Services Network's Spire position peaked at $32.2K in Q1 2026.
397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.