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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Mount Yale Investment Advisors's SR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Spire (SR) in Q1 2026: 4,934 shares worth $447K. The stake represents 0.01% of the portfolio and ranks #755 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in SR in Q1 2021 and has held it in 16 quarters since. 401 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Mount Yale Investment Advisors held 4,934 shares of Spire worth $447K as of Q1 2026.
  • Spire was a new Mount Yale Investment Advisors position in Q1 2026.
  • Spire made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #755 holding.
  • Mount Yale Investment Advisors first reported a position in Spire in Q1 2021 and has held it in 16 quarters since.
  • 401 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.