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Cassaday & Co Wealth Management’s Spire SR Stock Holding History

Cassaday & Co Wealth Management’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 		$36.7K Hold
470
– – ﹤0.01% 677
2026
Q1 		$42.6K Buy
+470
New +$41.2K ﹤0.01% 642

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

Cassaday & Co Wealth Management's SR Position: Q2 2026 in Review

Cassaday & Co Wealth Management held its Spire (SR) position steady in Q2 2026 at 470 shares worth $36.7K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Cassaday & Co Wealth Management first reported a position in SR in Q1 2026 and has held it in 2 quarters since. The position peaked at $42.6K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Cassaday & Co Wealth Management held 470 shares of Spire worth $36.7K as of Q2 2026.
  • Cassaday & Co Wealth Management left its Spire share count unchanged in Q2 2026.
  • Spire made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #677 holding.
  • Cassaday & Co Wealth Management first reported a position in Spire in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Spire position peaked at $42.6K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.