Cerity Partners’s Spire SR Stock Holding History

Cerity Partners’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	$2.57M	Sell	32,946 -320	-1%	-$27.5K	﹤0.01%	1452
2026 Q1	$3.01M	Sell	33,266 -499	-1%	-$43.8K	﹤0.01%	1255
2025 Q4	$2.79M	Buy	33,765 +1,703	+5%	+$145K	﹤0.01%	1224
2025 Q3	$2.61M	Buy	32,062 +3,020	+10%	+$230K	﹤0.01%	1163
2025 Q2	$2.12M	Buy	29,042 +992	+4%	+$74.3K	﹤0.01%	1189
2025 Q1	$2.19M	Buy	28,050 +1,726	+7%	+$126K	﹤0.01%	1080
2024 Q4	$1.78M	Sell	26,324 -8	-0%	-$536	﹤0.01%	1157
2024 Q3	$1.77M	Sell	26,332 -661	-2%	-$42.9K	﹤0.01%	1148
2024 Q2	$1.64M	Sell	26,993 -527	-2%	-$31.8K	﹤0.01%	1003
2024 Q1	$1.69M	Buy	+27,520	New	+$1.65M	﹤0.01%	1054

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 $3.38T AUM 44.17% 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

Cerity Partners's SR Position: Q2 2026 in Review

Cerity Partners reduced its Spire (SR) stake by 0.96% in Q2 2026, selling an estimated $27.5K and leaving 32,946 shares worth $2.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1452.

Cerity Partners first reported a position in SR in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.01M in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Cerity Partners held 32,946 shares of Spire worth $2.57M as of Q2 2026.
Cerity Partners sold 320 Spire shares in Q2 2026, an estimated $27.5K.
Spire made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #1452 holding.
Cerity Partners first reported a position in Spire in Q1 2024 and has held it in 10 quarters since.
Cerity Partners's Spire position peaked at $3.01M in Q1 2026.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.