Empowered Funds’s Spire SR Stock Holding History

Empowered Funds’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	-2,292	Closed	-$208K	–	2279
2026 Q1	$208K	Buy	+2,292	New	+$201K	﹤0.01%	2008

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

Empowered Funds's SR Position: Q2 2026 in Review

Empowered Funds sold out of Spire (SR) in Q2 2026, closing a stake of 2,292 shares — an estimated $208K sold.

Empowered Funds first reported a position in SR in Q1 2026 and held it in 1 quarter. The position peaked at $208K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Empowered Funds reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
Empowered Funds sold 2,292 Spire shares in Q2 2026, an estimated $208K.
Empowered Funds first reported a position in Spire in Q1 2026 and held it in 1 quarter.
Empowered Funds's Spire position peaked at $208K in Q1 2026.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.