Sumitomo Mitsui Trust Group
SR icon

Sumitomo Mitsui Trust Group’s Spire SR Stock Holding History

Sumitomo Mitsui Trust 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
Q2 		– Sell
-3,417
Closed -$309K – 1118
2026
Q1 		$309K Sell
3,417
-3,063
-47% -$269K ﹤0.01% 993
2025
Q4 		$536K Sell
6,480
-3,534
-35% -$301K ﹤0.01% 938
2025
Q3 		$816K Buy
10,014
+5,396
+117% +$410K ﹤0.01% 879
2025
Q2 		$337K Buy
+4,618
New +$346K ﹤0.01% 978
2020
Q4 		– Sell
-7,154
Closed -$381K – 1154
2020
Q3 		$381K Hold
7,154
– – ﹤0.01% 1055
2020
Q2 		$470K Buy
7,154
+2,900
+68% +$207K ﹤0.01% 1023
2020
Q1 		$317K Sell
4,254
-2,300
-35% -$184K ﹤0.01% 1035
2019
Q4 		$546K Buy
+6,554
New +$537K ﹤0.01% 1004

Other funds holding SR

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
SSA
South Street Advisors New York $769M AUM 50.16% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Sumitomo Mitsui Trust Group's SR Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group sold out of Spire (SR) in Q2 2026, closing a stake of 3,417 shares — an estimated $309K sold.

Sumitomo Mitsui Trust Group first reported a position in SR in Q4 2019 and held it in 8 quarters. The position peaked at $816K in Q3 2025. 167 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Sumitomo Mitsui Trust Group reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
  • Sumitomo Mitsui Trust Group sold 3,417 Spire shares in Q2 2026, an estimated $309K.
  • Sumitomo Mitsui Trust Group first reported a position in Spire in Q4 2019 and held it in 8 quarters.
  • Sumitomo Mitsui Trust Group's Spire position peaked at $816K in Q3 2025.
  • 167 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.