Arax Advisory Partners’s Spire SR Stock Holding History

Arax Advisory Partners’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	$720K	Buy	9,224 +8,260	+857%	+$710K	﹤0.01%	1402
2026 Q1	$86.7K	Sell	964 -1,061	-52%	-$93.1K	﹤0.01%	1459
2025 Q4	$167K	Sell	2,025 -9,003	-82%	-$768K	﹤0.01%	1114
2025 Q3	$899K	Buy	11,028 +10,902	+8,652%	+$829K	0.01%	679
2025 Q2	$9.2K	Buy	+126	New	+$9.44K	﹤0.01%	2003
2025 Q1	–	Sell	-522	Closed	-$35.4K	–	3018
2024 Q4	$35.4K	Hold	522	–	–	﹤0.01%	1002
2024 Q3	$35.1K	Hold	522	–	–	﹤0.01%	856
2024 Q2	$31.7K	Buy	+522	New	+$31.5K	﹤0.01%	810
2018 Q3	–	Sell	-35	Closed	-$2K	–	719
2018 Q2	$2K	Buy	35 +6	+21%	+$423	﹤0.01%	450
2018 Q1	$2K	Buy	+29	New	+$1.98K	﹤0.01%	433

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

Arax Advisory Partners's SR Position: Q2 2026 in Review

Arax Advisory Partners increased its Spire (SR) stake by 857% in Q2 2026, buying an estimated $710K and bringing the position to 9,224 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1402.

Arax Advisory Partners first reported a position in SR in Q1 2018 and has held it in 10 quarters since. The position peaked at $899K in Q3 2025. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Arax Advisory Partners held 9,224 shares of Spire worth $720K as of Q2 2026.
Arax Advisory Partners bought 8,260 Spire shares in Q2 2026, an estimated $710K.
Spire made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1402 holding.
Arax Advisory Partners first reported a position in Spire in Q1 2018 and has held it in 10 quarters since.
Arax Advisory Partners's Spire position peaked at $899K in Q3 2025.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.