Capital Advisors Ltd’s Spire SR Stock Holding History

Capital Advisors Ltd’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	$9K	Hold	118	–	–	﹤0.01%	883
2026 Q1	$11K	Hold	118	–	–	﹤0.01%	813
2025 Q4	$10K	Sell	118 -500	-81%	-$42.6K	﹤0.01%	823
2025 Q3	$50K	Hold	618	–	–	0.01%	469
2025 Q2	$45K	Hold	618	–	–	0.01%	492
2025 Q1	$48K	Sell	618 -9	-1%	-$658	0.01%	463
2024 Q4	$43K	Buy	627 +509	+431%	+$34.1K	0.01%	485
2024 Q3	$8K	Hold	118	–	–	﹤0.01%	830
2024 Q2	$7K	Sell	118 -91	-44%	-$5.5K	﹤0.01%	850
2024 Q1	$13K	Hold	209	–	–	﹤0.01%	669
2023 Q4	$13K	Hold	209	–	–	﹤0.01%	653
2023 Q3	$12K	Hold	209	–	–	﹤0.01%	654
2023 Q2	$13K	Buy	209 +155	+287%	+$10.4K	﹤0.01%	647
2023 Q1	$4K	Sell	54 -166	-75%	-$11.8K	﹤0.01%	767
2022 Q4	$1K	Buy	+220	New	+$15K	﹤0.01%	1090

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

Capital Advisors Ltd's SR Position: Q2 2026 in Review

Capital Advisors Ltd held its Spire (SR) position steady in Q2 2026 at 118 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #883.

Capital Advisors Ltd first reported a position in SR in Q4 2022 and has held it in 15 quarters since. The position peaked at $50K in Q3 2025. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Capital Advisors Ltd held 118 shares of Spire worth $9K as of Q2 2026.
Capital Advisors Ltd left its Spire share count unchanged in Q2 2026.
Spire made up ﹤0.01% of Capital Advisors Ltd's portfolio in Q2 2026, its #883 holding.
Capital Advisors Ltd first reported a position in Spire in Q4 2022 and has held it in 15 quarters since.
Capital Advisors Ltd's Spire position peaked at $50K in Q3 2025.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.