MCM
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MAI Capital Management’s Spire SR Stock Holding History

MAI Capital 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 		$290K Buy
3,687
+1,209
+49% +$104K ﹤0.01% 1614
2026
Q1 		$224K Buy
2,478
+150
+6% +$13.2K ﹤0.01% 1406
2025
Q4 		$192K Sell
2,328
-225
-9% -$19.2K ﹤0.01% 1335
2025
Q3 		$208K Sell
2,553
-59
-2% -$4.49K ﹤0.01% 1253
2025
Q2 		$191K Buy
2,612
+57
+2% +$4.27K ﹤0.01% 1203
2025
Q1 		$200K Sell
2,555
-24
-0.9% -$1.75K ﹤0.01% 1119
2024
Q4 		$175K Buy
+2,579
New +$173K ﹤0.01% 1192

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

MAI Capital Management's SR Position: Q2 2026 in Review

MAI Capital Management increased its Spire (SR) stake by 49% in Q2 2026, buying an estimated $104K and bringing the position to 3,687 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1614.

MAI Capital Management first reported a position in SR in Q4 2024 and has held it in 7 quarters since. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • MAI Capital Management held 3,687 shares of Spire worth $290K as of Q2 2026.
  • MAI Capital Management bought 1,209 Spire shares in Q2 2026, an estimated $104K.
  • Spire made up ﹤0.01% of MAI Capital Management's portfolio in Q2 2026, its #1614 holding.
  • MAI Capital Management first reported a position in Spire in Q4 2024 and has held it in 7 quarters since.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.