KAS
SR icon

Kestra Advisory Services’s Spire SR Stock Holding History

Kestra Advisory Services’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
Q1 		$297K Buy
3,284
+2,428
+284% +$213K ﹤0.01% 2631
2025
Q4 		$70.8K Buy
+856
New +$73K ﹤0.01% 3701
2025
Q3 		– Sell
-2,870
Closed -$209K – 3018
2025
Q2 		$209K Buy
+2,870
New +$215K ﹤0.01% 2631

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Kestra Advisory Services's SR Position: Q1 2026 in Review

Kestra Advisory Services increased its Spire (SR) stake by 284% in Q1 2026, buying an estimated $213K and bringing the position to 3,284 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2631.

Kestra Advisory Services first reported a position in SR in Q2 2025 and has held it in 3 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Kestra Advisory Services held 3,284 shares of Spire worth $297K as of Q1 2026.
  • Kestra Advisory Services bought 2,428 Spire shares in Q1 2026, an estimated $213K.
  • Spire made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #2631 holding.
  • Kestra Advisory Services first reported a position in Spire in Q2 2025 and has held it in 3 quarters since.
  • 400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.