Optima Capital’s Spire SR Stock Holding History

Optima Capital’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	–	Sell	-300	Closed	-$25.1K	–	1136
2025 Q4	$25.1K	Buy	+300	New	+$25.6K	0.01%	396

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Optima Capital's SR Position: Q1 2026 in Review

Optima Capital sold out of Spire (SR) in Q1 2026, closing a stake of 300 shares — an estimated $25.1K sold.

Optima Capital first reported a position in SR in Q4 2025 and held it in 1 quarter. The position peaked at $25.1K in Q4 2025. 401 funds tracked by Wall St. Rank hold SR as of Q1 2026.

Optima Capital reported no remaining Spire position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 300 Spire shares in Q1 2026, an estimated $25.1K.
Optima Capital first reported a position in Spire in Q4 2025 and held it in 1 quarter.
Optima Capital's Spire position peaked at $25.1K in Q4 2025.
401 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.