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Mount Yale Investment Advisors’s Spire SR Stock Holding History

Mount Yale Investment Advisors’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 		$395K Buy
5,052
+118
+2% +$10.1K 0.01% 873
2026
Q1 		$447K Buy
+4,934
New +$433K 0.01% 755
2025
Q3 		– Sell
-4,201
Closed -$307K – 1481
2025
Q2 		$307K Buy
4,201
+1,447
+53% +$108K 0.02% 444
2025
Q1 		$216K Buy
+2,754
New +$201K 0.02% 508
2024
Q3 		– Sell
-3,410
Closed -$207K – 601
2024
Q2 		$207K Sell
3,410
-14
-0.4% -$846 0.02% 512
2024
Q1 		$210K Buy
3,424
+57
+2% +$3.41K 0.02% 510
2023
Q4 		$210K Buy
+3,367
New +$201K 0.02% 469
2023
Q3 		– Sell
-3,555
Closed -$226K – 512
2023
Q2 		$226K Sell
3,555
-1,068
-23% -$71.7K 0.02% 445
2023
Q1 		$324K Buy
4,623
+437
+10% +$31K 0.04% 365
2022
Q4 		$288K Buy
4,186
+60
+1% +$4.08K 0.03% 360
2022
Q3 		$257K Sell
4,126
-30
-0.7% -$2.15K 0.03% 368
2022
Q2 		$309K Buy
4,156
+363
+10% +$27.3K 0.04% 348
2022
Q1 		$272K Buy
3,793
+146
+4% +$9.68K 0.03% 393
2021
Q4 		$238K Sell
3,647
-278
-7% -$17.6K 0.02% 419
2021
Q3 		$240K Buy
3,925
+774
+25% +$53K 0.03% 408
2021
Q2 		$228K Sell
3,151
-33
-1% -$2.46K 0.03% 384
2021
Q1 		$235K Buy
+3,184
New +$213K 0.03% 372

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Spire (SR) stake by 2.4% in Q2 2026, buying an estimated $10.1K and bringing the position to 5,052 shares worth $395K. The position accounts for 0.01% of the portfolio, ranked #873.

Mount Yale Investment Advisors first reported a position in SR in Q1 2021 and has held it in 17 quarters since. The position peaked at $447K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Mount Yale Investment Advisors held 5,052 shares of Spire worth $395K as of Q2 2026.
  • Mount Yale Investment Advisors bought 118 Spire shares in Q2 2026, an estimated $10.1K.
  • Spire made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #873 holding.
  • Mount Yale Investment Advisors first reported a position in Spire in Q1 2021 and has held it in 17 quarters since.
  • Mount Yale Investment Advisors's Spire position peaked at $447K in Q1 2026.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.