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Atria Investments’s Spire SR Stock Holding History

Atria Investments’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
-3,348
Closed -$303K – 2249
2026
Q1 		$303K Sell
3,348
-1,061
-24% -$93.1K ﹤0.01% 1749
2025
Q4 		$365K Buy
4,409
+1,351
+44% +$115K ﹤0.01% 1632
2025
Q3 		$249K Sell
3,058
-5,837
-66% -$444K ﹤0.01% 1827
2025
Q2 		$649K Buy
8,895
+3,721
+72% +$279K 0.01% 1283
2025
Q1 		$405K Buy
5,174
+531
+11% +$38.8K 0.01% 1466
2024
Q4 		$315K Buy
4,643
+583
+14% +$39.1K ﹤0.01% 1572
2024
Q3 		$273K Sell
4,060
-698
-15% -$45.3K ﹤0.01% 1659
2024
Q2 		$289K Buy
+4,758
New +$287K ﹤0.01% 1612

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
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

Atria Investments's SR Position: Q2 2026 in Review

Atria Investments sold out of Spire (SR) in Q2 2026, closing a stake of 3,348 shares — an estimated $303K sold.

Atria Investments first reported a position in SR in Q2 2024 and held it in 8 quarters. The position peaked at $649K in Q2 2025. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Atria Investments reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Atria Investments sold 3,348 Spire shares in Q2 2026, an estimated $303K.
  • Atria Investments first reported a position in Spire in Q2 2024 and held it in 8 quarters.
  • Atria Investments's Spire position peaked at $649K in Q2 2025.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.