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Private Advisor Group’s Spire SR Stock Holding History

Private Advisor Group’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 		$594K Buy
7,602
+200
+3% +$17.2K ﹤0.01% 1671
2026
Q1 		$670K Hold
7,402
– – ﹤0.01% 1684
2025
Q4 		$612K Hold
7,402
– – ﹤0.01% 1712
2025
Q3 		$603K Buy
7,402
+176
+2% +$13.4K ﹤0.01% 1673
2025
Q2 		$527K Buy
7,226
+6
+0.1% +$449 ﹤0.01% 1657
2025
Q1 		$565K Hold
7,220
– – ﹤0.01% 1540
2024
Q4 		$490K Sell
7,220
-57
-0.8% -$3.82K ﹤0.01% 1588
2024
Q3 		$490K Buy
7,277
+16
+0.2% +$1.04K ﹤0.01% 1626
2024
Q2 		$441K Sell
7,261
-96
-1% -$5.8K ﹤0.01% 1631
2024
Q1 		$451K Buy
+7,357
New +$440K ﹤0.01% 1584
2022
Q3 		– Sell
-13,844
Closed -$1.03M – 2107
2022
Q2 		$1.03M Buy
+13,844
New +$1.04M 0.01% 1054
2020
Q3 		– Sell
-836
Closed -$55K – 3170
2020
Q2 		$55K Buy
+836
New +$59.6K ﹤0.01% 2052
2019
Q3 		– Sell
-2,581
Closed -$217K – 1777
2019
Q2 		$217K Buy
2,581
+114
+5% +$9.55K ﹤0.01% 1463
2019
Q1 		$203K Buy
+2,467
New +$192K ﹤0.01% 1398
2018
Q2 		– Sell
-3,123
Closed -$226K – 1439
2018
Q1 		$226K Buy
+3,123
New +$213K 0.01% 1011
2017
Q4 		– Sell
-4,159
Closed -$312K – 1388
2017
Q3 		$312K Sell
4,159
-693
-14% -$51.4K 0.01% 1118
2017
Q2 		$336K Hold
4,852
– – 0.01% 1021
2017
Q1 		$329K Buy
4,852
+1,274
+36% +$82.9K 0.01% 1030
2016
Q4 		$231K Buy
3,578
+370
+12% +$23.3K 0.01% 1080
2016
Q3 		$202K Hold
3,208
– – 0.01% 1011
2016
Q2 		$227K Buy
+3,208
New +$211K 0.01% 943
2015
Q4 		– Sell
-3,758
Closed -$204K – 1138
2015
Q3 		$204K Buy
+3,758
New +$200K 0.01% 882
2015
Q2 		– Sell
-4,222
Closed -$216K – 1097
2015
Q1 		$216K Buy
+4,222
New +$221K 0.01% 860

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

Private Advisor Group's SR Position: Q2 2026 in Review

Private Advisor Group increased its Spire (SR) stake by 2.7% in Q2 2026, buying an estimated $17.2K and bringing the position to 7,602 shares worth $594K. The position accounts for ﹤0.01% of the portfolio, ranked #1671.

Private Advisor Group first reported a position in SR in Q1 2015 and has held it in 23 quarters since. The position peaked at $1.03M in Q2 2022. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Private Advisor Group held 7,602 shares of Spire worth $594K as of Q2 2026.
  • Private Advisor Group bought 200 Spire shares in Q2 2026, an estimated $17.2K.
  • Spire made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1671 holding.
  • Private Advisor Group first reported a position in Spire in Q1 2015 and has held it in 23 quarters since.
  • Private Advisor Group's Spire position peaked at $1.03M in Q2 2022.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.