Bell Investment Advisors’s Spire SR Stock Holding History

Bell Investment Advisors’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	$5.08K	Sell	65 -6	-8%	-$516	﹤0.01%	970
2026 Q1	$6.43K	Buy	71 +6	+9%	+$527	﹤0.01%	859
2025 Q4	$5.38K	Hold	65	–	–	﹤0.01%	944
2025 Q3	$5.3K	Hold	65	–	–	﹤0.01%	908
2025 Q2	$4.75K	Hold	65	–	–	﹤0.01%	1002
2025 Q1	$5.09K	Buy	65 +8	+14%	+$585	﹤0.01%	904
2024 Q4	$3.87K	Sell	57 -8	-12%	-$536	﹤0.01%	1051
2024 Q3	$4.37K	Sell	65 -9	-12%	-$584	﹤0.01%	1011
2024 Q2	$4.5K	Sell	74 -8	-10%	-$483	﹤0.01%	973
2024 Q1	$5.03K	Sell	82 -37	-31%	-$2.21K	﹤0.01%	915
2023 Q4	$7.42K	Buy	119 +68	+133%	+$4.06K	﹤0.01%	677
2023 Q3	$2.89K	Sell	51 -60	-54%	-$3.64K	﹤0.01%	1102
2023 Q2	$7.04K	Buy	111 +32	+41%	+$2.15K	﹤0.01%	647
2023 Q1	$5.54K	Buy	79 +44	+126%	+$3.12K	﹤0.01%	731
2022 Q4	$2.41K	Buy	35 +1	+3%	+$68	﹤0.01%	1186
2022 Q3	$2K	Sell	34 -26	-43%	-$1.86K	﹤0.01%	1214
2022 Q2	$4K	Buy	+60	New	+$4.51K	﹤0.01%	847
2021 Q4	$4K	Buy	+55	New	+$3.48K	﹤0.01%	897

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

Bell Investment Advisors's SR Position: Q2 2026 in Review

Bell Investment Advisors reduced its Spire (SR) stake by 8.5% in Q2 2026, selling an estimated $516 and leaving 65 shares worth $5.08K. The position accounts for ﹤0.01% of the portfolio, ranked #970.

Bell Investment Advisors first reported a position in SR in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.42K in Q4 2023. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Bell Investment Advisors held 65 shares of Spire worth $5.08K as of Q2 2026.
Bell Investment Advisors sold 6 Spire shares in Q2 2026, an estimated $516.
Spire made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #970 holding.
Bell Investment Advisors first reported a position in Spire in Q4 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Spire position peaked at $7.42K in Q4 2023.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.