SOA Wealth Advisors’s Spire SR Stock Holding History

SOA Wealth 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 Q2	$21K	Buy	270 +3	+1%	+$258	﹤0.01%	512
2026 Q1	$24.2K	Buy	267 +3	+1%	+$263	﹤0.01%	466
2025 Q4	$21.9K	Buy	264 +2	+0.8%	+$171	﹤0.01%	489
2025 Q3	$21.4K	Buy	262 +3	+1%	+$228	﹤0.01%	509
2025 Q2	$18.9K	Buy	259 +2	+0.8%	+$150	﹤0.01%	511
2025 Q1	$20.1K	Buy	257 +3	+1%	+$219	﹤0.01%	474
2024 Q4	$17.2K	Buy	254 +3	+1%	+$201	﹤0.01%	477
2024 Q3	$16.9K	Buy	251 +3	+1%	+$195	﹤0.01%	475
2024 Q2	$15K	Buy	248 +3	+1%	+$181	﹤0.01%	479
2024 Q1	$15K	Buy	245 +3	+1%	+$179	﹤0.01%	483
2023 Q4	$15.1K	Buy	242 +3	+1%	+$179	﹤0.01%	470
2023 Q3	$13.5K	Buy	239 +3	+1%	+$182	﹤0.01%	485
2023 Q2	$15K	Buy	236 +2	+0.9%	+$134	﹤0.01%	473
2023 Q1	$16.4K	Buy	234 +3	+1%	+$213	﹤0.01%	459
2022 Q4	$15.9K	Buy	231 +3	+1%	+$204	﹤0.01%	447
2022 Q3	$14K	Buy	228 +2	+0.9%	+$143	﹤0.01%	457
2022 Q2	$16K	Buy	226 +2	+0.9%	+$150	﹤0.01%	427
2022 Q1	$16K	Buy	224 +2	+0.9%	+$133	﹤0.01%	507
2021 Q4	$14K	Buy	222 +3	+1%	+$190	﹤0.01%	514
2021 Q3	$13K	Buy	219 +1	+0.5%	+$68	﹤0.01%	534
2021 Q2	$15K	Sell	218 -74	-25%	-$5.51K	﹤0.01%	508
2021 Q1	$21K	Hold	292	–	–	0.01%	398
2020 Q4	$18K	Buy	+292	New	+$17.8K	﹤0.01%	426

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

SOA Wealth Advisors's SR Position: Q2 2026 in Review

SOA Wealth Advisors increased its Spire (SR) stake by 1.1% in Q2 2026, buying an estimated $258 and bringing the position to 270 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

SOA Wealth Advisors first reported a position in SR in Q4 2020 and has held it in 23 quarters since. The position peaked at $24.2K in Q1 2026. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

SOA Wealth Advisors held 270 shares of Spire worth $21K as of Q2 2026.
SOA Wealth Advisors bought 3 Spire shares in Q2 2026, an estimated $258.
Spire made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #512 holding.
SOA Wealth Advisors first reported a position in Spire in Q4 2020 and has held it in 23 quarters since.
SOA Wealth Advisors's Spire position peaked at $24.2K in Q1 2026.
396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.