SageView Advisory Group’s Spire SR Stock Holding History

SageView Advisory 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 Q1	–	Sell	-6	Closed	-$497	–	2185
2025 Q4	$497	Buy	+6	New	+$512	﹤0.01%	2449

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 $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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

SageView Advisory Group's SR Position: Q1 2026 in Review

SageView Advisory Group sold out of Spire (SR) in Q1 2026, closing a stake of 6 shares — an estimated $497 sold.

SageView Advisory Group first reported a position in SR in Q4 2025 and held it in 1 quarter. The position peaked at $497 in Q4 2025. 403 funds tracked by Wall St. Rank hold SR as of Q1 2026.

SageView Advisory Group reported no remaining Spire position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 6 Spire shares in Q1 2026, an estimated $497.
SageView Advisory Group first reported a position in Spire in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Spire position peaked at $497 in Q4 2025.
403 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.