Raffa Wealth Management’s Spire SR Stock Holding History

Raffa Wealth Management’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	-1	Closed	-$91	–	1671
2026 Q1	$91	Buy	+1	New	+$88	﹤0.01%	1304
2022 Q3	–	Sell	-38	Closed	-$2.83K	–	1199
2022 Q2	$2.83K	Buy	+38	New	+$2.86K	﹤0.01%	520
2021 Q4	–	Sell	-8	Closed	-$489	–	1144
2021 Q3	$489	Buy	+8	New	+$548	﹤0.01%	1050
2020 Q3	–	Sell	-42	Closed	-$2.76K	–	905
2020 Q2	$2.76K	Buy	42 +26	+163%	+$1.85K	﹤0.01%	413
2020 Q1	$1.19K	Buy	+16	New	+$1.28K	﹤0.01%	543
2017 Q1	–	Sell	-26	Closed	-$1.68K	–	785
2016 Q4	$1.68K	Hold	26	–	–	﹤0.01%	312
2016 Q3	$1.66K	Hold	26	–	–	﹤0.01%	306
2016 Q2	$1.84K	Hold	26	–	–	﹤0.01%	276
2016 Q1	$1.76K	Hold	26	–	–	﹤0.01%	284
2015 Q4	$1.54K	Hold	26	–	–	﹤0.01%	295
2015 Q3	$1.42K	Hold	26	–	–	﹤0.01%	321
2015 Q2	$1.35K	Hold	26	–	–	﹤0.01%	326
2015 Q1	$1.33K	Hold	26	–	–	﹤0.01%	326
2014 Q4	$1.38K	Hold	26	–	–	﹤0.01%	293
2014 Q3	$1.21K	Buy	+26	New	+$1.25K	﹤0.01%	308
2014 Q1	–	Sell	-26	Closed	-$1.38K	–	665
2013 Q4	$1.38K	Buy	+26	New	+$1.2K	﹤0.01%	293

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

Raffa Wealth Management's SR Position: Q2 2026 in Review

Raffa Wealth Management sold out of Spire (SR) in Q2 2026, closing a stake of 1 share — an estimated $91 sold.

Raffa Wealth Management first reported a position in SR in Q4 2013 and held it in 16 quarters. The position peaked at $2.83K in Q2 2022. 375 funds tracked by Wall St. Rank hold SR as of Q2 2026.

Raffa Wealth Management reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
Raffa Wealth Management sold 1 Spire share in Q2 2026, an estimated $91.
Raffa Wealth Management first reported a position in Spire in Q4 2013 and held it in 16 quarters.
Raffa Wealth Management's Spire position peaked at $2.83K in Q2 2022.
375 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Raffa Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.