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Mutual Advisors’s Spire SR Stock Holding History

Mutual 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 		$955K Buy
12,229
+3,563
+41% +$306K 0.02% 672
2026
Q1 		$785K Sell
8,666
-419
-5% -$36.8K 0.02% 690
2025
Q4 		$751K Sell
9,085
-1,273
-12% -$109K 0.02% 696
2025
Q3 		$916K Buy
10,358
+12
+0.1% +$913 0.02% 600
2025
Q2 		$791K Sell
10,346
-17
-0.2% -$1.27K 0.02% 605
2025
Q1 		$798K Sell
10,363
-3,337
-24% -$244K 0.02% 536
2024
Q4 		$941K Buy
13,700
+3,836
+39% +$257K 0.03% 495
2024
Q3 		$647K Buy
9,864
+2,158
+28% +$140K 0.02% 620
2024
Q2 		$518K Buy
7,706
+3,502
+83% +$212K 0.02% 683
2024
Q1 		$258K Sell
4,204
-2,230
-35% -$133K 0.01% 932
2023
Q4 		$401K Buy
+6,434
New +$384K 0.01% 716
2023
Q3 		– Sell
-3,155
Closed -$200K – 1043
2023
Q2 		$200K Sell
3,155
-248
-7% -$16.6K 0.01% 951
2023
Q1 		$239K Buy
3,403
+9
+0.3% +$638 0.01% 854
2022
Q4 		$234K Buy
+3,394
New +$231K 0.01% 822
2021
Q2 		– Sell
-3,073
Closed -$227K – 851
2021
Q1 		$227K Buy
+3,073
New +$205K 0.02% 696

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

Mutual Advisors's SR Position: Q2 2026 in Review

Mutual Advisors increased its Spire (SR) stake by 41% in Q2 2026, buying an estimated $306K and bringing the position to 12,229 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #672.

Mutual Advisors first reported a position in SR in Q1 2021 and has held it in 15 quarters since. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Mutual Advisors held 12,229 shares of Spire worth $955K as of Q2 2026.
  • Mutual Advisors bought 3,563 Spire shares in Q2 2026, an estimated $306K.
  • Spire made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #672 holding.
  • Mutual Advisors first reported a position in Spire in Q1 2021 and has held it in 15 quarters since.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.