Envestnet Asset Management’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $471K | Buy |
6,026
+2,175
| +56% | +$187K | ﹤0.01% | 4125 |
|
|
2026
Q1 | $349K | Buy |
3,851
+1,111
| +41% | +$97.5K | ﹤0.01% | 4190 |
|
|
2025
Q4 | $227K | Sell |
2,740
-194
| -7% | -$16.5K | ﹤0.01% | 4198 |
|
|
2025
Q3 | $239K | Sell |
2,934
-2,150
| -42% | -$164K | ﹤0.01% | 4224 |
|
|
2025
Q2 | $371K | Sell |
5,084
-126
| -2% | -$9.44K | ﹤0.01% | 3908 |
|
|
2025
Q1 | $408K | Buy |
5,210
+214
| +4% | +$15.7K | ﹤0.01% | 3744 |
|
|
2024
Q4 | $339K | Buy |
4,996
+910
| +22% | +$61K | ﹤0.01% | 3832 |
|
|
2024
Q3 | $275K | Buy |
+4,086
| New | +$265K | ﹤0.01% | 3874 |
|
|
2023
Q4 | – | Sell |
-4,011
| Closed | -$227K | – | 4158 |
|
|
2023
Q3 | $227K | Sell |
4,011
-2,908
| -42% | -$176K | ﹤0.01% | 3679 |
|
|
2023
Q2 | $439K | Sell |
6,919
-566,802
| -99% | -$38M | ﹤0.01% | 3286 |
|
|
2023
Q1 | $149K | Buy |
+573,721
| New | +$40.7M | ﹤0.01% | 3725 |
|
|
2022
Q1 | – | Sell |
-3,145
| Closed | -$205K | – | 4058 |
|
|
2021
Q4 | $205K | Sell |
3,145
-390
| -11% | -$24.7K | ﹤0.01% | 3654 |
|
|
2021
Q3 | $216K | Sell |
3,535
-4,142
| -54% | -$284K | ﹤0.01% | 3469 |
|
|
2021
Q2 | $555K | Buy |
7,677
+1,916
| +33% | +$143K | ﹤0.01% | 2907 |
|
|
2021
Q1 | $426K | Buy |
5,761
+926
| +19% | +$61.8K | ﹤0.01% | 2940 |
|
|
2020
Q4 | $310K | Sell |
4,835
-201
| -4% | -$12.3K | ﹤0.01% | 2908 |
|
|
2020
Q3 | $268K | Buy |
5,036
+239
| +5% | +$14.3K | ﹤0.01% | 2785 |
|
|
2020
Q2 | $315K | Sell |
4,797
-1,219
| -20% | -$86.9K | ﹤0.01% | 2659 |
|
|
2020
Q1 | $448K | Buy |
+6,016
| New | +$482K | ﹤0.01% | 2315 |
|
|
2018
Q3 | – | Sell |
-1,539
| Closed | -$109K | – | 2427 |
|
|
2018
Q2 | $109K | Sell |
1,539
-6
| -0.4% | -$423 | ﹤0.01% | 1954 |
|
|
2018
Q1 | $112K | Sell |
1,545
-224
| -13% | -$15.3K | ﹤0.01% | 1872 |
|
|
2017
Q4 | $133K | Buy |
1,769
+16
| +0.9% | +$1.24K | ﹤0.01% | 2003 |
|
|
2017
Q3 | $130K | Sell |
1,753
-49
| -3% | -$3.63K | ﹤0.01% | 1997 |
|
|
2017
Q2 | $125K | Sell |
1,802
-175
| -9% | -$12.2K | ﹤0.01% | 2064 |
|
|
2017
Q1 | $134K | Sell |
1,977
-223
| -10% | -$14.5K | ﹤0.01% | 2073 |
|
|
2016
Q4 | $142K | Buy |
2,200
+1,019
| +86% | +$64.1K | ﹤0.01% | 2037 |
|
|
2016
Q3 | $75K | Buy |
+1,181
| New | +$79K | ﹤0.01% | 2447 |
|
|
2016
Q1 | – | Sell |
-1,577
| Closed | -$94K | – | 3158 |
|
|
2015
Q4 | $94K | Buy |
1,577
+432
| +38% | +$24.9K | ﹤0.01% | 2393 |
|
|
2015
Q3 | $62K | Buy |
+1,145
| New | +$60.9K | ﹤0.01% | 2549 |
|
|
2015
Q1 | – | Sell |
-94
| Closed | -$5K | – | 2372 |
|
|
2014
Q4 | $5K | Buy |
94
+8
| +9% | +$402 | ﹤0.01% | 2154 |
|
|
2014
Q3 | $4K | Buy |
+86
| New | +$4.13K | ﹤0.01% | 2370 |
|
Other funds holding SR
VNIM
RRAM
DPIM
ORIO
SSA
WCM
LI
Envestnet Asset Management's SR Position: Q2 2026 in Review
Envestnet Asset Management increased its Spire (SR) stake by 56% in Q2 2026, buying an estimated $187K and bringing the position to 6,026 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #4125.
Envestnet Asset Management first reported a position in SR in Q3 2014 and has held it in 31 quarters since. The position peaked at $555K in Q2 2021. 159 funds tracked by Wall St. Rank hold SR as of Q2 2026.
- Envestnet Asset Management held 6,026 shares of Spire worth $471K as of Q2 2026.
- Envestnet Asset Management bought 2,175 Spire shares in Q2 2026, an estimated $187K.
- Spire made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4125 holding.
- Envestnet Asset Management first reported a position in Spire in Q3 2014 and has held it in 31 quarters since.
- Envestnet Asset Management's Spire position peaked at $555K in Q2 2021.
- 159 funds tracked by Wall St. Rank held Spire as of Q2 2026.
Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.