SA
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Sanctuary Advisors’s Spire SR Stock Holding History

Sanctuary 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 		$1.51M Sell
16,688
-87
-0.5% -$7.63K 0.01% 1100
2025
Q4 		$1.39M Buy
+16,775
New +$1.43M 0.01% 1140
2025
Q1 		– Sell
-7,383
Closed -$529K – 2432
2024
Q4 		$529K Sell
7,383
-548
-7% -$36.7K ﹤0.01% 1651
2024
Q3 		$575K Buy
+7,931
New +$515K ﹤0.01% 1615

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VCM
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American Century Companies
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CAPTRUST Financial Advisors
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Adage Capital Partners
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