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Clearstead Advisors’s Spire SR Stock Holding History

Clearstead 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 		$4.22K Buy
54
+39
+260% +$3.35K ﹤0.01% 2241
2026
Q1 		$1.36K Sell
15
-216
-94% -$19K ﹤0.01% 1984
2025
Q4 		$19.1K Buy
231
+110
+91% +$9.38K ﹤0.01% 1730
2025
Q3 		$9.86K Buy
121
+70
+137% +$5.33K ﹤0.01% 1936
2025
Q2 		$3.72K Buy
51
+36
+240% +$2.7K ﹤0.01% 2189
2025
Q1 		$1.17K Buy
+15
New +$1.1K ﹤0.01% 1972

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

Clearstead Advisors's SR Position: Q2 2026 in Review

Clearstead Advisors increased its Spire (SR) stake by 260% in Q2 2026, buying an estimated $3.35K and bringing the position to 54 shares worth $4.22K. The position accounts for ﹤0.01% of the portfolio, ranked #2241.

Clearstead Advisors first reported a position in SR in Q1 2025 and has held it in 6 quarters since. The position peaked at $19.1K in Q4 2025. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Clearstead Advisors held 54 shares of Spire worth $4.22K as of Q2 2026.
  • Clearstead Advisors bought 39 Spire shares in Q2 2026, an estimated $3.35K.
  • Spire made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2241 holding.
  • Clearstead Advisors first reported a position in Spire in Q1 2025 and has held it in 6 quarters since.
  • Clearstead Advisors's Spire position peaked at $19.1K in Q4 2025.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.