Marshall Wace’s Spire SR Stock Holding History

Marshall Wace’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	$1.54M	Buy	+19,757	New	+$1.7M	﹤0.01%	1991
2023 Q3	–	Sell	-117,030	Closed	-$7.42M	–	2657
2023 Q2	$7.42M	Buy	+117,030	New	+$7.85M	0.01%	864
2020 Q4	–	Sell	-96,880	Closed	-$5.15M	–	2153
2020 Q3	$5.15M	Buy	96,880 +86,381	+823%	+$5.15M	0.03%	506
2020 Q2	$690K	Buy	+10,499	New	+$748K	﹤0.01%	1104
2015 Q4	–	Sell	-170,174	Closed	-$9.28M	–	1111
2015 Q3	$9.28M	Sell	170,174 -61,233	-26%	-$3.26M	0.11%	191
2015 Q2	$12M	Buy	231,407 +2,249	+1%	+$117K	0.16%	152
2015 Q1	$11.7M	Sell	229,158 -2,127	-0.9%	-$112K	0.15%	170
2014 Q4	$12.3M	Sell	231,285 -236,550	-51%	-$11.9M	0.16%	162
2014 Q3	$21.7M	Sell	467,835 -396,906	-46%	-$19M	0.31%	98
2014 Q2	$42M	Buy	+864,741	New	+$40.4M	0.62%	32

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

Marshall Wace's SR Position: Q2 2026 in Review

Marshall Wace opened a new position in Spire (SR) in Q2 2026: 19,757 shares worth $1.54M. The stake represents ﹤0.01% of the portfolio and ranks #1991 among its holdings. This is a return to the name: Marshall Wace previously reported a position in SR as recently as Q2 2023.

Marshall Wace first reported a position in SR in Q2 2014 and has held it in 10 quarters since. The position peaked at $42M in Q2 2014. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Marshall Wace held 19,757 shares of Spire worth $1.54M as of Q2 2026.
Spire was a new Marshall Wace position in Q2 2026.
Spire made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1991 holding.
Marshall Wace first reported a position in Spire in Q2 2014 and has held it in 10 quarters since.
Marshall Wace's Spire position peaked at $42M in Q2 2014.
397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.