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Burney Company’s Spire SR Stock Holding History

Burney Company’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 		$659K Buy
8,435
+758
+10% +$65.1K 0.02% 415
2026
Q1 		$695K Buy
7,677
+3,239
+73% +$284K 0.02% 387
2025
Q4 		$367K Hold
4,438
– – 0.01% 495
2025
Q3 		$362K Buy
4,438
+1,101
+33% +$83.7K 0.01% 473
2025
Q2 		$244K Sell
3,337
-104
-3% -$7.79K 0.01% 523
2025
Q1 		$269K Buy
+3,441
New +$252K 0.01% 517
2024
Q2 		– Sell
-3,866
Closed -$237K – 614
2024
Q1 		$237K Buy
3,866
+315
+9% +$18.8K 0.01% 552
2023
Q4 		$221K Buy
+3,551
New +$212K 0.01% 547
2023
Q2 		– Sell
-3,200
Closed -$224K – 592
2023
Q1 		$224K Hold
3,200
– – 0.01% 525
2022
Q4 		$220K Sell
3,200
-682
-18% -$46.4K 0.01% 511
2022
Q3 		$242K Sell
3,882
-2,059
-35% -$147K 0.01% 507
2022
Q2 		$442K Sell
5,941
-27,839
-82% -$2.09M 0.02% 418
2022
Q1 		$2.42M Buy
+33,780
New +$2.24M 0.11% 203
2021
Q3 		– Sell
-3,480
Closed -$251K – 601
2021
Q2 		$251K Sell
3,480
-345
-9% -$25.7K 0.01% 529
2021
Q1 		$283K Buy
+3,825
New +$255K 0.01% 487

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

Burney Company's SR Position: Q2 2026 in Review

Burney Company increased its Spire (SR) stake by 9.9% in Q2 2026, buying an estimated $65.1K and bringing the position to 8,435 shares worth $659K. The position accounts for 0.02% of the portfolio, ranked #415.

Burney Company first reported a position in SR in Q1 2021 and has held it in 15 quarters since. The position peaked at $2.42M in Q1 2022. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Burney Company held 8,435 shares of Spire worth $659K as of Q2 2026.
  • Burney Company bought 758 Spire shares in Q2 2026, an estimated $65.1K.
  • Spire made up 0.02% of Burney Company's portfolio in Q2 2026, its #415 holding.
  • Burney Company first reported a position in Spire in Q1 2021 and has held it in 15 quarters since.
  • Burney Company's Spire position peaked at $2.42M in Q1 2022.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.