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Clearstead Trust’s Spire SR Stock Holding History

Clearstead Trust’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 		$19.1K Buy
244
+37
+18% +$3.18K ﹤0.01% 475
2026
Q1 		$18.7K Hold
207
– – ﹤0.01% 448
2025
Q4 		$17.1K Hold
207
– – ﹤0.01% 475
2025
Q3 		$16.9K Buy
207
+1
+0.5% +$76 ﹤0.01% 478
2025
Q2 		$15K Buy
206
+42
+26% +$3.15K ﹤0.01% 496
2025
Q1 		$12.8K Buy
+164
New +$12K ﹤0.01% 422

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 Trust's SR Position: Q2 2026 in Review

Clearstead Trust increased its Spire (SR) stake by 18% in Q2 2026, buying an estimated $3.18K and bringing the position to 244 shares worth $19.1K. The position accounts for ﹤0.01% of the portfolio, ranked #475.

Clearstead Trust first reported a position in SR in Q1 2025 and has held it in 6 quarters since. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Clearstead Trust held 244 shares of Spire worth $19.1K as of Q2 2026.
  • Clearstead Trust bought 37 Spire shares in Q2 2026, an estimated $3.18K.
  • Spire made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #475 holding.
  • Clearstead Trust first reported a position in Spire in Q1 2025 and has held it in 6 quarters since.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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