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Leeward Investments’s Spire SR Stock Holding History

Leeward Investments’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 		$10.8M Sell
138,161
-2,864
-2% -$246K 0.49% 87
2026
Q1 		$12.8M Buy
141,025
+22,923
+19% +$2.01M 0.63% 68
2025
Q4 		$9.77M Buy
118,102
+14,586
+14% +$1.24M 0.49% 95
2025
Q3 		$8.44M Sell
103,516
-2,321
-2% -$177K 0.43% 108
2025
Q2 		$7.73M Sell
105,837
-4,089
-4% -$306K 0.41% 114
2025
Q1 		$8.6M Sell
109,926
-4,786
-4% -$350K 0.46% 101
2024
Q4 		$7.78M Sell
114,712
-8,575
-7% -$575K 0.39% 117
2024
Q3 		$8.3M Sell
123,287
-412
-0.3% -$26.7K 0.38% 120
2024
Q2 		$7.51M Buy
123,699
+6,567
+6% +$397K 0.35% 127
2024
Q1 		$7.19M Sell
117,132
-4,997
-4% -$299K 0.32% 132
2023
Q4 		$7.61M Sell
122,129
-897
-0.7% -$53.5K 0.36% 126
2023
Q3 		$6.96M Sell
123,026
-9,476
-7% -$575K 0.36% 126
2023
Q2 		$8.41M Sell
132,502
-3,535
-3% -$237K 0.39% 122
2023
Q1 		$9.54M Sell
136,037
-6,755
-5% -$479K 0.43% 115
2022
Q4 		$9.83M Sell
142,792
-817
-0.6% -$55.6K 0.44% 113
2022
Q3 		$8.95M Sell
143,609
-2,916
-2% -$208K 0.43% 109
2022
Q2 		$10.9M Sell
146,525
-4,209
-3% -$317K 0.5% 95
2022
Q1 		$10.8M Buy
+150,734
New +$9.99M 0.43% 110

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

Leeward Investments's SR Position: Q2 2026 in Review

Leeward Investments reduced its Spire (SR) stake by 2% in Q2 2026, selling an estimated $246K and leaving 138,161 shares worth $10.8M. The position accounts for 0.49% of the portfolio, ranked #87.

Leeward Investments first reported a position in SR in Q1 2022 and has held it in 18 quarters since. The position peaked at $12.8M in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Leeward Investments held 138,161 shares of Spire worth $10.8M as of Q2 2026.
  • Leeward Investments sold 2,864 Spire shares in Q2 2026, an estimated $246K.
  • Spire made up 0.49% of Leeward Investments's portfolio in Q2 2026, its #87 holding.
  • Leeward Investments first reported a position in Spire in Q1 2022 and has held it in 18 quarters since.
  • Leeward Investments's Spire position peaked at $12.8M in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Leeward Investments's 13F filing for Q2 2026, filed 30 Jul 2026.