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Covestor’s Spire SR Stock Holding History

Covestor’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 		$6K Buy
80
+7
+10% +$601 ﹤0.01% 1850
2026
Q1 		$7K Sell
73
-155
-68% -$13.6K ﹤0.01% 1690
2025
Q4 		$19K Sell
228
-33
-13% -$2.81K 0.01% 1310
2025
Q3 		$22K Sell
261
-13
-5% -$989 0.01% 1244
2025
Q2 		$20K Buy
274
+106
+63% +$7.94K 0.01% 1256
2025
Q1 		$13K Buy
168
+5
+3% +$366 0.01% 1367
2024
Q4 		$11K Sell
163
-5
-3% -$335 0.01% 1504
2024
Q3 		$11K Buy
168
+3
+2% +$195 0.01% 1522
2024
Q2 		$10K Buy
165
+162
+5,400% +$9.79K 0.01% 1565
2024
Q1 		$0 Sell
3
-1
-25% -$60 ﹤0.01% 2701
2023
Q4 		$0 Buy
4
+1
+33% +$60 ﹤0.01% 2684
2023
Q3 		$0 Sell
3
-2
-40% -$121 ﹤0.01% 2678
2023
Q2 		$0 Hold
5
– – ﹤0.01% 2617
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2548
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2571
2022
Q3 		$0 Sell
5
-90
-95% -$6.43K ﹤0.01% 2565
2022
Q2 		$7K Sell
95
-29
-23% -$2.18K 0.01% 1331
2022
Q1 		$9K Buy
124
+13
+12% +$862 0.01% 1367
2021
Q4 		$7K Buy
+111
New +$7.02K 0.01% 1175

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

Covestor's SR Position: Q2 2026 in Review

Covestor increased its Spire (SR) stake by 9.6% in Q2 2026, buying an estimated $601 and bringing the position to 80 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1850.

Covestor first reported a position in SR in Q4 2021 and has held it in 19 quarters since. The position peaked at $22K in Q3 2025. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Covestor held 80 shares of Spire worth $6K as of Q2 2026.
  • Covestor bought 7 Spire shares in Q2 2026, an estimated $601.
  • Spire made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1850 holding.
  • Covestor first reported a position in Spire in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Spire position peaked at $22K in Q3 2025.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.