IFP Advisors’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 | $16.8K | Sell |
215
-2
| -0.9% | -$172 | ﹤0.01% | 3079 |
|
|
2026
Q1 | $19.6K | Sell |
217
-6
| -3% | -$527 | ﹤0.01% | 2786 |
|
|
2025
Q4 | $18.4K | Buy |
223
+8
| +4% | +$682 | ﹤0.01% | 2757 |
|
|
2025
Q3 | $17.5K | Sell |
215
-19
| -8% | -$1.45K | ﹤0.01% | 2645 |
|
|
2025
Q2 | $17.1K | Buy |
234
+173
| +284% | +$13K | ﹤0.01% | 2630 |
|
|
2025
Q1 | $4.77K | Hold |
61
| – | – | ﹤0.01% | 2862 |
|
|
2024
Q4 | $4.14K | Buy |
61
+12
| +24% | +$804 | ﹤0.01% | 2863 |
|
|
2024
Q3 | $3.3K | Hold |
49
| – | – | ﹤0.01% | 2790 |
|
|
2024
Q2 | $2.98K | Hold |
49
| – | – | ﹤0.01% | 2731 |
|
|
2024
Q1 | $3.01K | Sell |
49
-45
| -48% | -$2.69K | ﹤0.01% | 2594 |
|
|
2023
Q4 | $5.86K | Hold |
94
| – | – | ﹤0.01% | 2371 |
|
|
2023
Q3 | $5.32K | Buy |
94
+29
| +45% | +$1.76K | ﹤0.01% | 2479 |
|
|
2023
Q2 | $4.12K | Hold |
65
| – | – | ﹤0.01% | 2610 |
|
|
2023
Q1 | $4.58K | Sell |
65
-20
| -24% | -$1.42K | ﹤0.01% | 2603 |
|
|
2022
Q4 | $5K | Hold |
85
| – | – | ﹤0.01% | 3813 |
|
|
2022
Q3 | $5K | Hold |
85
| – | – | ﹤0.01% | 4058 |
|
|
2022
Q2 | $5K | Hold |
85
| – | – | ﹤0.01% | 3828 |
|
|
2022
Q1 | $5K | Buy |
85
+5
| +6% | +$331 | ﹤0.01% | 3828 |
|
|
2021
Q4 | $5K | Buy |
80
+15
| +23% | +$949 | ﹤0.01% | 2512 |
|
|
2021
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 2660 |
|
|
2021
Q2 | $5K | Hold |
65
| – | – | ﹤0.01% | 2493 |
|
|
2021
Q1 | $5K | Sell |
65
-272
| -81% | -$18.2K | ﹤0.01% | 2430 |
|
|
2020
Q4 | $22K | Buy |
337
+16
| +5% | +$975 | ﹤0.01% | 1762 |
|
|
2020
Q3 | $16K | Buy |
321
+64
| +25% | +$3.82K | ﹤0.01% | 1738 |
|
|
2020
Q2 | $17K | Sell |
257
-37
| -13% | -$2.64K | ﹤0.01% | 1621 |
|
|
2020
Q1 | $23K | Hold |
294
| – | – | ﹤0.01% | 1435 |
|
|
2019
Q4 | $25K | Hold |
294
| – | – | ﹤0.01% | 1532 |
|
|
2019
Q3 | $26K | Buy |
+294
| New | +$24.8K | ﹤0.01% | 1651 |
|
|
2019
Q1 | – | Sell |
-310
| Closed | -$23K | – | 3304 |
|
|
2018
Q4 | $23K | Sell |
310
-71
| -19% | -$5.37K | ﹤0.01% | 2055 |
|
|
2018
Q3 | $28K | Hold |
381
| – | – | ﹤0.01% | 2260 |
|
|
2018
Q2 | $27K | Sell |
381
-34
| -8% | -$2.4K | ﹤0.01% | 2297 |
|
|
2018
Q1 | $31K | Hold |
415
| – | – | ﹤0.01% | 2111 |
|
|
2017
Q4 | $31K | Sell |
415
-6,869
| -94% | -$533K | ﹤0.01% | 2136 |
|
|
2017
Q3 | $544K | Buy |
7,284
+93
| +1% | +$6.9K | 0.02% | 660 |
|
|
2017
Q2 | $502K | Hold |
7,191
| – | – | 0.02% | 678 |
|
|
2017
Q1 | $485K | Buy |
7,191
+170
| +2% | +$11.1K | 0.02% | 694 |
|
|
2016
Q4 | $453K | Sell |
7,021
-99
| -1% | -$6.23K | 0.02% | 656 |
|
|
2016
Q3 | $454K | Buy |
7,120
+84
| +1% | +$5.62K | 0.02% | 601 |
|
|
2016
Q2 | $498K | Buy |
+7,036
| New | +$462K | 0.03% | 544 |
|
|
2016
Q1 | – | Sell |
-7,036
| Closed | -$418K | – | 3313 |
|
|
2015
Q4 | $418K | Buy |
+7,036
| New | +$406K | 0.03% | 544 |
|
Other funds holding SR
VNIM
IFP Advisors's SR Position: Q2 2026 in Review
IFP Advisors reduced its Spire (SR) stake by 0.92% in Q2 2026, selling an estimated $172 and leaving 215 shares worth $16.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3079.
IFP Advisors first reported a position in SR in Q4 2015 and has held it in 40 quarters since. The position peaked at $544K in Q3 2017. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.
- IFP Advisors held 215 shares of Spire worth $16.8K as of Q2 2026.
- IFP Advisors sold 2 Spire shares in Q2 2026, an estimated $172.
- Spire made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3079 holding.
- IFP Advisors first reported a position in Spire in Q4 2015 and has held it in 40 quarters since.
- IFP Advisors's Spire position peaked at $544K in Q3 2017.
- 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.
Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.