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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
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 $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

Opal Wealth Advisors's SR Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in Spire (SR) in Q1 2026: 244 shares worth $22.1K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in SR as recently as Q2 2024.

Opal Wealth Advisors first reported a position in SR in Q2 2024 and has held it in 2 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Opal Wealth Advisors held 244 shares of Spire worth $22.1K as of Q1 2026.
  • Spire was a new Opal Wealth Advisors position in Q1 2026.
  • Spire made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #579 holding.
  • Opal Wealth Advisors first reported a position in Spire in Q2 2024 and has held it in 2 quarters since.
  • 400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.