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Evolve Private Wealth’s Spire SR Stock Holding History

Evolve Private 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 		$278K Sell
3,519
-2,133
-38% -$183K 0.02% 769
2026
Q1 		$512K Sell
5,652
-140
-2% -$12.3K 0.03% 567
2025
Q4 		$484K Buy
+5,792
New +$494K 0.03% 541

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

Evolve Private Wealth's SR Position: Q2 2026 in Review

Evolve Private Wealth reduced its Spire (SR) stake by 38% in Q2 2026, selling an estimated $183K and leaving 3,519 shares worth $278K. The position accounts for 0.02% of the portfolio, ranked #769.

Evolve Private Wealth first reported a position in SR in Q4 2025 and has held it in 3 quarters since. The position peaked at $512K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Evolve Private Wealth held 3,519 shares of Spire worth $278K as of Q2 2026.
  • Evolve Private Wealth sold 2,133 Spire shares in Q2 2026, an estimated $183K.
  • Spire made up 0.02% of Evolve Private Wealth's portfolio in Q2 2026, its #769 holding.
  • Evolve Private Wealth first reported a position in Spire in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Spire position peaked at $512K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.