MV Capital Management’s Spire SR Stock Holding History

MV 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	$31.2K	Hold	400	–	–	﹤0.01%	402
2026 Q1	$36.2K	Hold	400	–	–	﹤0.01%	366
2025 Q4	$33.1K	Hold	400	–	–	﹤0.01%	363
2025 Q3	$32.6K	Hold	400	–	–	﹤0.01%	369
2025 Q2	$29.2K	Hold	400	–	–	﹤0.01%	382
2025 Q1	$31.3K	Hold	400	–	–	﹤0.01%	370
2024 Q4	$27.1K	Hold	400	–	–	﹤0.01%	373
2024 Q3	$26.9K	Hold	400	–	–	﹤0.01%	387
2024 Q2	$24.3K	Hold	400	–	–	﹤0.01%	391
2024 Q1	$24.5K	Hold	400	–	–	﹤0.01%	391
2023 Q4	$24.9K	Hold	400	–	–	﹤0.01%	387
2023 Q3	$22.6K	Hold	400	–	–	﹤0.01%	373
2023 Q2	$25.4K	Hold	400	–	–	﹤0.01%	376
2023 Q1	$28.1K	Hold	400	–	–	﹤0.01%	350
2022 Q4	$27.5K	Hold	400	–	–	﹤0.01%	298
2022 Q3	$25K	Hold	400	–	–	﹤0.01%	306
2022 Q2	$30K	Hold	400	–	–	0.01%	274
2022 Q1	$29K	Hold	400	–	–	﹤0.01%	285
2021 Q4	$26K	Hold	400	–	–	﹤0.01%	283
2021 Q3	$24K	Hold	400	–	–	﹤0.01%	285
2021 Q2	$29K	Hold	400	–	–	﹤0.01%	247
2021 Q1	$30K	Hold	400	–	–	0.01%	196
2020 Q4	$26K	Hold	400	–	–	﹤0.01%	197
2020 Q3	$21K	Hold	400	–	–	﹤0.01%	189
2020 Q2	$26K	Hold	400	–	–	0.01%	186
2020 Q1	$30K	Hold	400	–	–	0.01%	164
2019 Q4	$33K	Hold	400	–	–	0.01%	183
2019 Q3	$35K	Hold	400	–	–	0.01%	175
2019 Q2	$34K	Hold	400	–	–	0.01%	171
2019 Q1	$33K	Hold	400	–	–	0.01%	167
2018 Q4	$30K	Hold	400	–	–	0.01%	175
2018 Q3	$29K	Hold	400	–	–	0.01%	181
2018 Q2	$28K	Hold	400	–	–	0.01%	185
2018 Q1	$29K	Hold	400	–	–	0.01%	183
2017 Q4	$30K	Hold	400	–	–	0.01%	186
2017 Q3	$30K	Hold	400	–	–	0.01%	176
2017 Q2	$28K	Hold	400	–	–	0.01%	183
2017 Q1	$27K	Hold	400	–	–	0.01%	183
2016 Q4	$26K	Hold	400	–	–	0.01%	181
2016 Q3	$25K	Hold	400	–	–	0.01%	180
2016 Q2	$28K	Hold	400	–	–	0.01%	176
2016 Q1	$27K	Hold	400	–	–	0.01%	179
2015 Q4	$24K	Hold	400	–	–	0.01%	196
2015 Q3	$22K	Hold	400	–	–	0.01%	189
2015 Q2	$21K	Buy	+400	New	+$20.9K	0.01%	256

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

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

MV Capital Management held its Spire (SR) position steady in Q2 2026 at 400 shares worth $31.2K. The position accounts for ﹤0.01% of the portfolio, ranked #402.

MV Capital Management first reported a position in SR in Q2 2015 and has held it in 45 quarters since. The position peaked at $36.2K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

MV Capital Management held 400 shares of Spire worth $31.2K as of Q2 2026.
MV Capital Management left its Spire share count unchanged in Q2 2026.
Spire made up ﹤0.01% of MV Capital Management's portfolio in Q2 2026, its #402 holding.
MV Capital Management first reported a position in Spire in Q2 2015 and has held it in 45 quarters since.
MV Capital Management's Spire position peaked at $36.2K in Q1 2026.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.