Steward Partners Investment Advisory’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $38K | Hold |
486
| – | – | ﹤0.01% | 3102 |
|
|
2026
Q1 | $44K | Hold |
486
| – | – | ﹤0.01% | 2858 |
|
|
2025
Q4 | $40.2K | Sell |
486
-38
| -7% | -$3.24K | ﹤0.01% | 2786 |
|
|
2025
Q3 | $42.7K | Buy |
524
+223
| +74% | +$17K | ﹤0.01% | 2686 |
|
|
2025
Q2 | $22K | Hold |
301
| – | – | ﹤0.01% | 2881 |
|
|
2025
Q1 | $23.6K | Sell |
301
-36
| -11% | -$2.63K | ﹤0.01% | 2731 |
|
|
2024
Q4 | $22.9K | Hold |
337
| – | – | ﹤0.01% | 2721 |
|
|
2024
Q3 | $22.7K | Sell |
337
-129
| -28% | -$8.38K | ﹤0.01% | 2606 |
|
|
2024
Q2 | $28.3K | Sell |
466
-88
| -16% | -$5.32K | ﹤0.01% | 2369 |
|
|
2024
Q1 | $34K | Sell |
554
-88
| -14% | -$5.26K | ﹤0.01% | 2289 |
|
|
2023
Q4 | $40K | Hold |
642
| – | – | ﹤0.01% | 2087 |
|
|
2023
Q3 | $36.3K | Sell |
642
-273
| -30% | -$16.6K | ﹤0.01% | 2054 |
|
|
2023
Q2 | $58K | Sell |
915
-88
| -9% | -$5.91K | ﹤0.01% | 1819 |
|
|
2023
Q1 | $70.3K | Buy |
1,003
+616
| +159% | +$43.7K | ﹤0.01% | 1722 |
|
|
2022
Q4 | $26.6K | Hold |
387
| – | – | ﹤0.01% | 2105 |
|
|
2022
Q3 | $24K | Sell |
387
-1,308
| -77% | -$93.5K | ﹤0.01% | 2147 |
|
|
2022
Q2 | $126K | Sell |
1,695
-21
| -1% | -$1.58K | ﹤0.01% | 1402 |
|
|
2022
Q1 | $123K | Hold |
1,716
| – | – | ﹤0.01% | 1521 |
|
|
2021
Q4 | $112K | Hold |
1,716
| – | – | ﹤0.01% | 1549 |
|
|
2021
Q3 | $105K | Sell |
1,716
-1,118
| -39% | -$76.5K | ﹤0.01% | 1524 |
|
|
2021
Q2 | $205K | Sell |
2,834
-1,721
| -38% | -$128K | ﹤0.01% | 1532 |
|
|
2021
Q1 | $337K | Buy |
4,555
+2,209
| +94% | +$147K | 0.01% | 1048 |
|
|
2020
Q4 | $150K | Hold |
2,346
| – | – | ﹤0.01% | 1190 |
|
|
2020
Q3 | $125K | Sell |
2,346
-64
| -3% | -$3.82K | ﹤0.01% | 1129 |
|
|
2020
Q2 | $158K | Buy |
2,410
+263
| +12% | +$18.7K | ﹤0.01% | 960 |
|
|
2020
Q1 | $159K | Buy |
2,147
+121
| +6% | +$9.7K | 0.01% | 859 |
|
|
2019
Q4 | $168K | Hold |
2,026
| – | – | 0.01% | 937 |
|
|
2019
Q3 | $176K | Hold |
2,026
| – | – | 0.01% | 883 |
|
|
2019
Q2 | $170K | Buy |
+2,026
| New | +$170K | 0.01% | 867 |
|
|
2018
Q4 | – | Sell |
-296
| Closed | -$22K | – | 1968 |
|
|
2018
Q3 | $22K | Buy |
+296
| New | +$21.9K | ﹤0.01% | 1520 |
|
|
2018
Q1 | – | Sell |
-200
| Closed | -$15K | – | 2323 |
|
|
2017
Q4 | $15K | Hold |
200
| – | – | ﹤0.01% | 1227 |
|
|
2017
Q3 | $14K | Hold |
200
| – | – | ﹤0.01% | 1033 |
|
|
2017
Q2 | $13K | Hold |
200
| – | – | ﹤0.01% | 992 |
|
|
2017
Q1 | $13K | Sell |
200
-157
| -44% | -$10.2K | ﹤0.01% | 876 |
|
|
2016
Q4 | $23K | Buy |
+357
| New | +$22.5K | 0.01% | 434 |
|
Other funds holding SR
VNIM
Steward Partners Investment Advisory's SR Position: Q2 2026 in Review
Steward Partners Investment Advisory held its Spire (SR) position steady in Q2 2026 at 486 shares worth $38K. The position accounts for ﹤0.01% of the portfolio, ranked #3102.
Steward Partners Investment Advisory first reported a position in SR in Q4 2016 and has held it in 35 quarters since. The position peaked at $337K in Q1 2021. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.
- Steward Partners Investment Advisory held 486 shares of Spire worth $38K as of Q2 2026.
- Steward Partners Investment Advisory left its Spire share count unchanged in Q2 2026.
- Spire made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3102 holding.
- Steward Partners Investment Advisory first reported a position in Spire in Q4 2016 and has held it in 35 quarters since.
- Steward Partners Investment Advisory's Spire position peaked at $337K in Q1 2021.
- 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.