Benjamin Edwards Inc’s Spire SR Stock Holding History

Benjamin Edwards Inc’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	$224K	Buy	+2,870	New	+$247K	﹤0.01%	1336
2024 Q3	–	Sell	-924	Closed	-$56K	–	1192
2024 Q2	$56K	Hold	924	–	–	0.01%	485
2024 Q1	$57K	Hold	924	–	–	0.01%	470
2023 Q4	$58K	Hold	924	–	–	0.01%	463
2023 Q3	$52K	Hold	924	–	–	0.01%	451
2023 Q2	$59K	Hold	924	–	–	0.01%	447
2023 Q1	$65K	Hold	924	–	–	0.02%	426
2022 Q4	$64K	Hold	924	–	–	0.02%	401
2022 Q3	$58K	Hold	924	–	–	0.02%	407
2022 Q2	$69K	Hold	924	–	–	0.02%	394
2022 Q1	$66K	Hold	924	–	–	0.02%	425
2021 Q4	$60K	Hold	924	–	–	0.02%	404
2021 Q3	$57K	Hold	924	–	–	0.03%	285
2021 Q2	$67K	Sell	924 -3,946	-81%	-$294K	0.05%	248
2021 Q1	$360K	Sell	4,870 -158	-3%	-$10.5K	0.27%	118
2020 Q4	$322K	Buy	5,028 +745	+17%	+$45.4K	0.25%	123
2020 Q3	$228K	Sell	4,283 -248	-5%	-$14.8K	0.19%	127
2020 Q2	$298K	Buy	4,531 +118	+3%	+$8.41K	0.25%	112
2020 Q1	$329K	Buy	4,413 +3,352	+316%	+$269K	0.34%	102
2019 Q4	$88K	Buy	1,061 +9	+0.9%	+$737	0.18%	103
2019 Q3	$92K	Sell	1,052 -1	-0.1%	-$84	0.2%	103
2019 Q2	$88K	Buy	1,053 +10	+1%	+$838	0.21%	96
2019 Q1	$86K	Buy	+1,043	New	+$81.3K	0.41%	79

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

Benjamin Edwards Inc's SR Position: Q2 2026 in Review

Benjamin Edwards Inc opened a new position in Spire (SR) in Q2 2026: 2,870 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #1336 among its holdings. This is a return to the name: Benjamin Edwards Inc previously reported a position in SR as recently as Q2 2024.

Benjamin Edwards Inc first reported a position in SR in Q1 2019 and has held it in 23 quarters since. The position peaked at $360K in Q1 2021. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Benjamin Edwards Inc held 2,870 shares of Spire worth $224K as of Q2 2026.
Spire was a new Benjamin Edwards Inc position in Q2 2026.
Spire made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1336 holding.
Benjamin Edwards Inc first reported a position in Spire in Q1 2019 and has held it in 23 quarters since.
Benjamin Edwards Inc's Spire position peaked at $360K in Q1 2021.
397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.