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Leavell Investment Management’s Spire SR Stock Holding History

Leavell Investment 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 		$435K Sell
5,510
-400
-7% -$34.4K 0.02% 465
2026
Q1 		$540K Buy
5,910
+400
+7% +$35.1K 0.02% 406
2025
Q4 		$461K Buy
+5,510
New +$470K 0.02% 425

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

Leavell Investment Management's SR Position: Q2 2026 in Review

Leavell Investment Management reduced its Spire (SR) stake by 6.8% in Q2 2026, selling an estimated $34.4K and leaving 5,510 shares worth $435K. The position accounts for 0.02% of the portfolio, ranked #465.

Leavell Investment Management first reported a position in SR in Q4 2025 and has held it in 3 quarters since. The position peaked at $540K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Leavell Investment Management held 5,510 shares of Spire worth $435K as of Q2 2026.
  • Leavell Investment Management sold 400 Spire shares in Q2 2026, an estimated $34.4K.
  • Spire made up 0.02% of Leavell Investment Management's portfolio in Q2 2026, its #465 holding.
  • Leavell Investment Management first reported a position in Spire in Q4 2025 and has held it in 3 quarters since.
  • Leavell Investment Management's Spire position peaked at $540K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.