HFR Wealth Management’s Spire SR Stock Holding History

HFR Wealth Management’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	$237K	Hold	3,038	–	–	0.06%	48
2026 Q1	$275K	Sell	3,038 -8	-0.3%	-$702	0.07%	46
2025 Q4	$252K	Hold	3,046	–	–	0.06%	46
2025 Q3	$248K	Hold	3,046	–	–	0.06%	48
2025 Q2	$222K	Hold	3,046	–	–	0.05%	49
2025 Q1	$238K	Hold	3,046	–	–	0.06%	51
2024 Q4	$207K	Hold	3,046	–	–	0.05%	51
2024 Q3	$205K	Buy	+3,046	New	+$198K	0.05%	52
2023 Q2	–	Sell	-3,046	Closed	-$214K	–	61
2023 Q1	$214K	Hold	3,046	–	–	0.06%	58
2022 Q4	$210K	Buy	+3,046	New	+$207K	0.06%	60
2022 Q3	–	Sell	-3,046	Closed	-$227K	–	60
2022 Q2	$227K	Sell	3,046 -30	-1%	-$2.26K	0.07%	53
2022 Q1	$221K	Sell	3,076 -108	-3%	-$7.16K	0.06%	60
2021 Q4	$208K	Buy	+3,184	New	+$201K	0.05%	64

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

HFR Wealth Management's SR Position: Q2 2026 in Review

HFR Wealth Management held its Spire (SR) position steady in Q2 2026 at 3,038 shares worth $237K. The position accounts for 0.06% of the portfolio, ranked #48.

HFR Wealth Management first reported a position in SR in Q4 2021 and has held it in 13 quarters since. The position peaked at $275K in Q1 2026. 395 funds tracked by Wall St. Rank hold SR as of Q2 2026.

HFR Wealth Management held 3,038 shares of Spire worth $237K as of Q2 2026.
HFR Wealth Management left its Spire share count unchanged in Q2 2026.
Spire made up 0.06% of HFR Wealth Management's portfolio in Q2 2026, its #48 holding.
HFR Wealth Management first reported a position in Spire in Q4 2021 and has held it in 13 quarters since.
HFR Wealth Management's Spire position peaked at $275K in Q1 2026.
395 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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