NewEdge Advisors’s Spire SR Stock Holding History

NewEdge 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	$4.37K	Hold	56	–	–	﹤0.01%	3756
2026 Q1	$5.07K	Hold	56	–	–	﹤0.01%	3588
2025 Q4	$4.63K	Hold	56	–	–	﹤0.01%	3701
2025 Q3	$4.57K	Hold	56	–	–	﹤0.01%	3563
2025 Q2	$4.09K	Hold	56	–	–	﹤0.01%	3461
2025 Q1	$4.38K	Sell	56 -22	-28%	-$1.61K	﹤0.01%	3334
2024 Q4	$5.29K	Hold	78	–	–	﹤0.01%	3226
2024 Q3	$5.23K	Sell	78 -22	-22%	-$1.43K	﹤0.01%	3157
2024 Q2	$6.1K	Hold	100	–	–	﹤0.01%	3030
2024 Q1	$6.13K	Buy	100 +1	+1%	+$60	﹤0.01%	3062
2023 Q4	$6.2K	Hold	99	–	–	﹤0.01%	3052
2023 Q3	$5.61K	Buy	99 +21	+27%	+$1.27K	﹤0.01%	2770
2023 Q2	$4.94K	Hold	78	–	–	﹤0.01%	2821
2023 Q1	$5.45K	Buy	78 +1	+1%	+$71	﹤0.01%	2750
2022 Q4	$5	Buy	+77	New	+$5.24K	﹤0.01%	3817
2016 Q4	–	Sell	-4,599	Closed	-$294K	–	285
2016 Q3	$294K	Buy	+4,599	New	+$307K	0.09%	172

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

NewEdge Advisors's SR Position: Q2 2026 in Review

NewEdge Advisors held its Spire (SR) position steady in Q2 2026 at 56 shares worth $4.37K. The position accounts for ﹤0.01% of the portfolio, ranked #3756.

NewEdge Advisors first reported a position in SR in Q3 2016 and has held it in 16 quarters since. The position peaked at $294K in Q3 2016. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

NewEdge Advisors held 56 shares of Spire worth $4.37K as of Q2 2026.
NewEdge Advisors left its Spire share count unchanged in Q2 2026.
Spire made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #3756 holding.
NewEdge Advisors first reported a position in Spire in Q3 2016 and has held it in 16 quarters since.
NewEdge Advisors's Spire position peaked at $294K in Q3 2016.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

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