Magellan Asset Management’s Spire SR Stock Holding History

Magellan Asset 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	$4.53M	Buy	57,949 +1,901	+3%	+$163K	0.1%	69
2026 Q1	$5.07M	Buy	56,048 +9,883	+21%	+$867K	0.07%	65
2025 Q4	$3.82M	Buy	46,165 +3,123	+7%	+$266K	0.05%	64
2025 Q3	$3.51M	Buy	43,042 +2,369	+6%	+$180K	0.04%	64
2025 Q2	$2.97M	Sell	40,673 -1,264	-3%	-$94.6K	0.03%	70
2025 Q1	$3.28M	Sell	41,937 -575	-1%	-$42K	0.04%	66
2024 Q4	$2.88M	Sell	42,512 -1,381	-3%	-$92.5K	0.03%	69
2024 Q3	$2.95M	Buy	43,893 +333	+0.8%	+$21.6K	0.03%	72
2024 Q2	$2.65M	Buy	43,560 +7,152	+20%	+$432K	0.03%	74
2024 Q1	$2.23M	Sell	36,408 -487	-1%	-$29.1K	0.02%	75
2023 Q4	$2.3M	Sell	36,895 -740	-2%	-$44.2K	0.02%	75
2023 Q3	$2.13M	Buy	37,635 +399	+1%	+$24.2K	0.02%	76
2023 Q2	$2.36M	Buy	37,236 +1,737	+5%	+$117K	0.02%	75
2023 Q1	$2.49M	Sell	35,499 -435	-1%	-$30.8K	0.02%	72
2022 Q4	$2.47M	Sell	35,934 -5,582	-13%	-$380K	0.02%	73
2022 Q3	$2.59M	Sell	41,516 -156	-0.4%	-$11.2K	0.02%	68
2022 Q2	$3.1M	Sell	41,672 -983	-2%	-$73.9K	0.02%	65
2022 Q1	$3.06M	Sell	42,655 -4,944	-10%	-$328K	0.01%	67
2021 Q4	$3.1M	Buy	47,599 +2,914	+7%	+$184K	0.01%	60
2021 Q3	$2.73M	Buy	44,685 +3,950	+10%	+$270K	0.01%	54
2021 Q2	$2.94M	Sell	40,735 -2,615	-6%	-$195K	0.01%	50
2021 Q1	$3.2M	Buy	43,350 +3,948	+10%	+$264K	0.01%	50
2020 Q4	$2.52M	Hold	39,402	–	–	0.01%	50
2020 Q3	$2.1M	Buy	39,402 +106	+0.3%	+$6.32K	0.01%	50
2020 Q2	$2.58M	Buy	39,296 +511	+1%	+$36.4K	0.01%	47
2020 Q1	$2.89M	Sell	38,785 -2,058	-5%	-$165K	0.01%	47
2019 Q4	$3.4M	Hold	40,843	–	–	0.01%	50
2019 Q3	$3.56M	Buy	40,843 +1,914	+5%	+$161K	0.01%	51
2019 Q2	$3.27M	Sell	38,929 -1,936	-5%	-$162K	0.01%	52
2019 Q1	$3.36M	Buy	40,865 +3,859	+10%	+$301K	0.01%	49
2018 Q4	$2.74M	Buy	37,006 +39	+0.1%	+$2.95K	0.01%	48
2018 Q3	$2.72M	Hold	36,967	–	–	0.01%	50
2018 Q2	$2.61M	Buy	36,967 +2,674	+8%	+$189K	0.01%	50
2018 Q1	$2.48M	Buy	34,293 +3,183	+10%	+$217K	0.01%	51
2017 Q4	$2.34M	Sell	31,110 -1,200	-4%	-$93.1K	0.01%	51
2017 Q3	$2.41M	Hold	32,310	–	–	0.01%	55
2017 Q2	$2.25M	Buy	32,310 +4,044	+14%	+$283K	0.01%	55
2017 Q1	$2M	Sell	28,266 -3,123	-10%	-$203K	0.01%	57
2016 Q4	$2.03M	Hold	31,389	–	–	0.01%	58
2016 Q3	$2M	Sell	31,389 -312	-1%	-$20.9K	0.01%	59
2016 Q2	$22.5M	Sell	31,701 -988	-3%	-$64.9K	0.13%	28
2016 Q1	$2.21M	Sell	32,689 -551	-2%	-$35.1K	0.01%	56
2015 Q4	$1.98M	Hold	33,240	–	–	0.01%	58
2015 Q3	$1.81M	Hold	33,240	–	–	0.01%	59
2015 Q2	$1.73M	Buy	33,240 +3,445	+12%	+$180K	0.01%	58
2015 Q1	$1.53M	Sell	29,795 -4,888	-14%	-$256K	0.01%	63
2014 Q4	$1.84M	Sell	34,683 -7,242	-17%	-$364K	0.01%	61
2014 Q3	$1.95M	Buy	41,925 +4,791	+13%	+$230K	0.02%	60
2014 Q2	$1.8M	Sell	37,134 -11,362	-23%	-$531K	0.01%	62
2014 Q1	$2.29M	Hold	48,496	–	–	0.02%	60
2013 Q4	$2.21M	Buy	48,496 +464	+1%	+$21.4K	0.02%	59
2013 Q3	$2.16M	Buy	+48,032	New	+$2.17M	0.02%	64

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

Magellan Asset Management's SR Position: Q2 2026 in Review

Magellan Asset Management increased its Spire (SR) stake by 3.4% in Q2 2026, buying an estimated $163K and bringing the position to 57,949 shares worth $4.53M. The position accounts for 0.1% of the portfolio, ranked #69.

Magellan Asset Management first reported a position in SR in Q3 2013 and has held it in 52 quarters since. The position peaked at $22.5M in Q2 2016. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Magellan Asset Management held 57,949 shares of Spire worth $4.53M as of Q2 2026.
Magellan Asset Management bought 1,901 Spire shares in Q2 2026, an estimated $163K.
Spire made up 0.1% of Magellan Asset Management's portfolio in Q2 2026, its #69 holding.
Magellan Asset Management first reported a position in Spire in Q3 2013 and has held it in 52 quarters since.
Magellan Asset Management's Spire position peaked at $22.5M in Q2 2016.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Magellan Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.