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Detalus Advisors’s Spire SR Stock Holding History

Detalus 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 		$487K Buy
6,236
+36
+0.6% +$3.09K 0.09% 104
2026
Q1 		$561K Buy
6,200
+142
+2% +$12.5K 0.13% 85
2025
Q4 		$501K Buy
6,058
+336
+6% +$28.6K 0.12% 94
2025
Q3 		$466K Buy
5,722
+40
+0.7% +$3.04K 0.12% 95
2025
Q2 		$415K Buy
5,682
+77
+1% +$5.77K 0.12% 107
2025
Q1 		$439K Buy
5,605
+42
+0.8% +$3.07K 0.14% 89
2024
Q4 		$377K Buy
5,563
+41
+0.7% +$2.75K 0.12% 96
2024
Q3 		$372K Buy
+5,522
New +$359K 0.12% 97

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

Detalus Advisors's SR Position: Q2 2026 in Review

Detalus Advisors increased its Spire (SR) stake by 0.58% in Q2 2026, buying an estimated $3.09K and bringing the position to 6,236 shares worth $487K. The position accounts for 0.09% of the portfolio, ranked #104.

Detalus Advisors first reported a position in SR in Q3 2024 and has held it in 8 quarters since. The position peaked at $561K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Detalus Advisors held 6,236 shares of Spire worth $487K as of Q2 2026.
  • Detalus Advisors bought 36 Spire shares in Q2 2026, an estimated $3.09K.
  • Spire made up 0.09% of Detalus Advisors's portfolio in Q2 2026, its #104 holding.
  • Detalus Advisors first reported a position in Spire in Q3 2024 and has held it in 8 quarters since.
  • Detalus Advisors's Spire position peaked at $561K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Detalus Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.