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Cedar Mountain Advisors’s Spire SR Stock Holding History

Cedar Mountain 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 		$235K Buy
3,006
+26
+0.9% +$2.23K 0.04% 66
2026
Q1 		$270K Buy
2,980
+100
+3% +$8.78K 0.05% 55
2025
Q4 		$238K Buy
2,880
+28
+1% +$2.39K 0.05% 59
2025
Q3 		$232K Hold
2,852
– – 0.05% 60
2025
Q2 		$208K Hold
2,852
– – 0.04% 57
2025
Q1 		$223K Hold
2,852
– – 0.05% 54
2024
Q4 		$193K Hold
2,852
– – 0.04% 58
2024
Q3 		$192K Hold
2,852
– – 0.04% 58
2024
Q2 		$173K Hold
2,852
– – 0.04% 49
2024
Q1 		$175K Hold
2,852
– – 0.04% 49
2023
Q4 		$178K Hold
2,852
– – 0.05% 47
2023
Q3 		$161K Hold
2,852
– – 0.05% 49
2023
Q2 		$181K Hold
2,852
– – 0.05% 45
2023
Q1 		$200K Hold
2,852
– – 0.06% 42
2022
Q4 		$196K Hold
2,852
– – 0.06% 42
2022
Q3 		$178K Hold
2,852
– – 0.06% 41
2022
Q2 		$212K Hold
2,852
– – 0.07% 38
2022
Q1 		$205K Sell
2,852
-73
-2% -$4.84K 0.06% 42
2021
Q4 		$191K Hold
2,925
– – 0.06% 41
2021
Q3 		$179K Hold
2,925
– – 0.06% 42
2021
Q2 		$211K Hold
2,925
– – 0.07% 36
2021
Q1 		$216K Hold
2,925
– – 0.07% 36
2020
Q4 		$187K Sell
2,925
-170
-5% -$10.4K 0.07% 39
2020
Q3 		$165K Hold
3,095
– – 0.07% 40
2020
Q2 		$203K Hold
3,095
– – 0.09% 33
2020
Q1 		$231K Hold
3,095
– – 0.12% 28
2019
Q4 		$258K Buy
+3,095
New +$254K 0.1% 30

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

Cedar Mountain Advisors's SR Position: Q2 2026 in Review

Cedar Mountain Advisors increased its Spire (SR) stake by 0.87% in Q2 2026, buying an estimated $2.23K and bringing the position to 3,006 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #66.

Cedar Mountain Advisors first reported a position in SR in Q4 2019 and has held it in 27 quarters since. The position peaked at $270K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Cedar Mountain Advisors held 3,006 shares of Spire worth $235K as of Q2 2026.
  • Cedar Mountain Advisors bought 26 Spire shares in Q2 2026, an estimated $2.23K.
  • Spire made up 0.04% of Cedar Mountain Advisors's portfolio in Q2 2026, its #66 holding.
  • Cedar Mountain Advisors first reported a position in Spire in Q4 2019 and has held it in 27 quarters since.
  • Cedar Mountain Advisors's Spire position peaked at $270K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Cedar Mountain Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.