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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
Q2 		– Sell
-3,284
Closed -$297K – 3367
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 $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 $3.37T AUM 44.26% 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

Kestra Advisory Services's SR Position: Q2 2026 in Review

Kestra Advisory Services sold out of Spire (SR) in Q2 2026, closing a stake of 3,284 shares — an estimated $297K sold.

Kestra Advisory Services first reported a position in SR in Q2 2025 and held it in 3 quarters. The position peaked at $297K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Kestra Advisory Services reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,284 Spire shares in Q2 2026, an estimated $297K.
  • Kestra Advisory Services first reported a position in Spire in Q2 2025 and held it in 3 quarters.
  • Kestra Advisory Services's Spire position peaked at $297K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.