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Strategic Advocates’s Spire SR Stock Holding History

Strategic Advocates’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
-30
Closed -$2.49K – 564
2025
Q4 		$2.49K Hold
30
– – ﹤0.01% 476
2025
Q3 		$2.45K Buy
+30
New +$2.28K ﹤0.01% 463

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Strategic Advocates's SR Position: Q1 2026 in Review

Strategic Advocates sold out of Spire (SR) in Q1 2026, closing a stake of 30 shares — an estimated $2.49K sold.

Strategic Advocates first reported a position in SR in Q3 2025 and held it in 2 quarters. The position peaked at $2.49K in Q4 2025. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Strategic Advocates reported no remaining Spire position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 30 Spire shares in Q1 2026, an estimated $2.49K.
  • Strategic Advocates first reported a position in Spire in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Spire position peaked at $2.49K in Q4 2025.
  • 400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.