Curio Wealth’s Spire SR Stock Holding History

Curio Wealth’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	-1	Closed	-$91	–	981
2026 Q1	$91	Buy	+1	New	+$88	﹤0.01%	989
2025 Q1	–	Sell	-66	Closed	-$4.48K	–	408
2024 Q4	$4.48K	Buy	+66	New	+$4.42K	﹤0.01%	246

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

Curio Wealth's SR Position: Q2 2026 in Review

Curio Wealth sold out of Spire (SR) in Q2 2026, closing a stake of 1 share — an estimated $91 sold.

Curio Wealth first reported a position in SR in Q4 2024 and held it in 2 quarters. The position peaked at $4.48K in Q4 2024. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Curio Wealth reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 1 Spire share in Q2 2026, an estimated $91.
Curio Wealth first reported a position in Spire in Q4 2024 and held it in 2 quarters.
Curio Wealth's Spire position peaked at $4.48K in Q4 2024.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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