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Opal Wealth Advisors’s Spire SR Stock Holding History

Opal Wealth 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 		– Sell
-244
Closed -$22.1K – 535
2026
Q1 		$22.1K Buy
+244
New +$21.4K 0.01% 579
2024
Q3 		– Sell
-215
Closed -$13.1K – 1029
2024
Q2 		$13.1K Buy
+215
New +$13K ﹤0.01% 606

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

Opal Wealth Advisors's SR Position: Q2 2026 in Review

Opal Wealth Advisors sold out of Spire (SR) in Q2 2026, closing a stake of 244 shares — an estimated $22.1K sold.

Opal Wealth Advisors first reported a position in SR in Q2 2024 and held it in 2 quarters. The position peaked at $22.1K in Q1 2026. 397 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Opal Wealth Advisors reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 244 Spire shares in Q2 2026, an estimated $22.1K.
  • Opal Wealth Advisors first reported a position in Spire in Q2 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Spire position peaked at $22.1K in Q1 2026.
  • 397 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.