CI Investments Inc’s Spire SR Stock Holding History

CI Investments Inc’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	–	Sell	-22,224	Closed	-$2.01M	–	781
2026 Q1	$2.01M	Buy	+22,224	New	+$1.95M	0.01%	378
2024 Q2	–	Sell	-1,882	Closed	-$115K	–	1310
2024 Q1	$115K	Buy	+1,882	New	+$113K	﹤0.01%	858
2023 Q4	–	Sell	-648	Closed	-$37K	–	1327
2023 Q3	$37K	Sell	648 -5	-0.8%	-$303	﹤0.01%	1028
2023 Q2	$41K	Sell	653 -35	-5%	-$2.35K	﹤0.01%	991
2023 Q1	$48K	Buy	688 +55	+9%	+$3.9K	﹤0.01%	911
2022 Q4	$44K	Buy	+633	New	+$43.1K	﹤0.01%	962
2021 Q4	–	Sell	-1,537	Closed	-$94K	–	1432
2021 Q3	$94K	Buy	1,537 +122	+9%	+$8.35K	﹤0.01%	872
2021 Q2	$102K	Buy	1,415 +507	+56%	+$37.8K	﹤0.01%	865
2021 Q1	$67K	Buy	908 +14	+2%	+$935	﹤0.01%	855
2020 Q4	$57K	Buy	894 +359	+67%	+$21.9K	﹤0.01%	823
2020 Q3	$28K	Buy	+535	New	+$31.9K	﹤0.01%	808

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

CI Investments Inc's SR Position: Q2 2026 in Review

CI Investments Inc sold out of Spire (SR) in Q2 2026, closing a stake of 22,224 shares — an estimated $2.01M sold.

CI Investments Inc first reported a position in SR in Q3 2020 and held it in 11 quarters. The position peaked at $2.01M in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

CI Investments Inc reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
CI Investments Inc sold 22,224 Spire shares in Q2 2026, an estimated $2.01M.
CI Investments Inc first reported a position in Spire in Q3 2020 and held it in 11 quarters.
CI Investments Inc's Spire position peaked at $2.01M in Q1 2026.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on CI Investments Inc's 13F filing for Q2 2026, filed 13 Aug 2026.