Mackenzie Financial’s Spire SR Stock Holding History

Mackenzie Financial’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	$2.92M	Sell	37,387 -17,286	-32%	-$1.49M	﹤0.01%	966
2026 Q1	$4.95M	Buy	54,673 +42,770	+359%	+$3.75M	0.01%	664
2025 Q4	$987K	Buy	11,903 +8,231	+224%	+$702K	﹤0.01%	1059
2025 Q3	$299K	Hold	3,672	–	–	﹤0.01%	1407
2025 Q2	$268K	Hold	3,672	–	–	﹤0.01%	1446
2025 Q1	$287K	Buy	3,672 +193	+6%	+$14.1K	﹤0.01%	1389
2024 Q4	$236K	Hold	3,479	–	–	﹤0.01%	1489
2024 Q3	$234K	Buy	+3,479	New	+$226K	﹤0.01%	1302
2023 Q3	–	Sell	-3,154	Closed	-$200K	–	1587
2023 Q2	$200K	Hold	3,154	–	–	﹤0.01%	1337
2023 Q1	$221K	Hold	3,154	–	–	﹤0.01%	1311
2022 Q4	$217K	Sell	3,154 -166	-5%	-$11.3K	﹤0.01%	1214
2022 Q3	$207K	Sell	3,320 -204	-6%	-$14.6K	﹤0.01%	1236
2022 Q2	$262K	Buy	3,524 +654	+23%	+$49.2K	﹤0.01%	1153
2022 Q1	$206K	Buy	+2,870	New	+$190K	﹤0.01%	1291
2021 Q1	–	Sell	-7,319	Closed	-$469K	–	1193
2020 Q4	$469K	Buy	+7,319	New	+$446K	﹤0.01%	849

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

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

Mackenzie Financial's SR Position: Q2 2026 in Review

Mackenzie Financial reduced its Spire (SR) stake by 32% in Q2 2026, selling an estimated $1.49M and leaving 37,387 shares worth $2.92M. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Mackenzie Financial first reported a position in SR in Q4 2020 and has held it in 15 quarters since. The position peaked at $4.95M in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Mackenzie Financial held 37,387 shares of Spire worth $2.92M as of Q2 2026.
Mackenzie Financial sold 17,286 Spire shares in Q2 2026, an estimated $1.49M.
Spire made up ﹤0.01% of Mackenzie Financial's portfolio in Q2 2026, its #966 holding.
Mackenzie Financial first reported a position in Spire in Q4 2020 and has held it in 15 quarters since.
Mackenzie Financial's Spire position peaked at $4.95M in Q1 2026.
397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Mackenzie Financial's 13F filing for Q2 2026, filed 13 Aug 2026.