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Creative Financial Designs’s Spire SR Stock Holding History

Creative Financial Designs’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 		$5.86K Hold
75
– – ﹤0.01% 1671
2026
Q1 		$6.79K Hold
75
– – ﹤0.01% 1506
2025
Q4 		$6.2K Hold
75
– – ﹤0.01% 1461
2025
Q3 		$6.11K Hold
75
– – ﹤0.01% 1483
2025
Q2 		$5.47K Hold
75
– – ﹤0.01% 1501
2025
Q1 		$5.87K Hold
75
– – ﹤0.01% 1447
2024
Q4 		$5.09K Hold
75
– – ﹤0.01% 1422
2024
Q3 		$5.05K Hold
75
– – ﹤0.01% 1375
2024
Q2 		$4.55K Hold
75
– – ﹤0.01% 1332
2024
Q1 		$4.6K Hold
75
– – ﹤0.01% 1321
2023
Q4 		$4.68K Hold
75
– – ﹤0.01% 1276
2023
Q3 		$4.24K Hold
75
– – ﹤0.01% 1214
2023
Q2 		$4.76K Hold
75
– – ﹤0.01% 1191
2023
Q1 		$5.26K Hold
75
– – ﹤0.01% 1101
2022
Q4 		$5.17K Hold
75
– – ﹤0.01% 1032
2022
Q3 		$5K Hold
75
– – ﹤0.01% 1049
2022
Q2 		$6K Hold
75
– – ﹤0.01% 983
2022
Q1 		$5K Buy
+75
New +$4.97K ﹤0.01% 1053

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 $3.38T AUM 44.17% 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

Creative Financial Designs's SR Position: Q2 2026 in Review

Creative Financial Designs held its Spire (SR) position steady in Q2 2026 at 75 shares worth $5.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Creative Financial Designs first reported a position in SR in Q1 2022 and has held it in 18 quarters since. The position peaked at $6.79K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Creative Financial Designs held 75 shares of Spire worth $5.86K as of Q2 2026.
  • Creative Financial Designs left its Spire share count unchanged in Q2 2026.
  • Spire made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1671 holding.
  • Creative Financial Designs first reported a position in Spire in Q1 2022 and has held it in 18 quarters since.
  • Creative Financial Designs's Spire position peaked at $6.79K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.