RAFFA WEALTH MANAGEMENT, LLC’s Spire SR Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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	-1	Closed	-$91	–	1671
2026 Q1	$91	Buy	+1	New	+$88	﹤0.01%	1304
2022 Q3	–	Sell	-38	Closed	-$2.83K	–	1199
2022 Q2	$2.83K	Buy	+38	New	+$2.86K	﹤0.01%	520
2021 Q4	–	Sell	-8	Closed	-$489	–	1144
2021 Q3	$489	Buy	+8	New	+$548	﹤0.01%	1050
2020 Q3	–	Sell	-42	Closed	-$2.76K	–	905
2020 Q2	$2.76K	Buy	42 +26	+163%	+$1.85K	﹤0.01%	413
2020 Q1	$1.19K	Buy	+16	New	+$1.28K	﹤0.01%	543
2017 Q1	–	Sell	-26	Closed	-$1.68K	–	785
2016 Q4	$1.68K	Hold	26	–	–	﹤0.01%	312
2016 Q3	$1.66K	Hold	26	–	–	﹤0.01%	306
2016 Q2	$1.84K	Hold	26	–	–	﹤0.01%	276
2016 Q1	$1.76K	Hold	26	–	–	﹤0.01%	284
2015 Q4	$1.54K	Hold	26	–	–	﹤0.01%	295
2015 Q3	$1.42K	Hold	26	–	–	﹤0.01%	321
2015 Q2	$1.35K	Hold	26	–	–	﹤0.01%	326
2015 Q1	$1.33K	Hold	26	–	–	﹤0.01%	326
2014 Q4	$1.38K	Hold	26	–	–	﹤0.01%	293
2014 Q3	$1.21K	Buy	+26	New	+$1.25K	﹤0.01%	308
2014 Q1	–	Sell	-26	Closed	-$1.38K	–	665
2013 Q4	$1.38K	Buy	+26	New	+$1.2K	﹤0.01%	293

Other funds holding SR

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

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's SR Position: Q2 2026 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Spire (SR) in Q2 2026, closing a stake of 1 share — an estimated $91 sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in SR in Q4 2013 and held it in 16 quarters. The position peaked at $2.83K in Q2 2022. 90 funds tracked by Wall St. Rank hold SR as of Q2 2026.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Spire position as of Q2 2026 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 1 Spire share in Q2 2026, an estimated $91.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Spire in Q4 2013 and held it in 16 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Spire position peaked at $2.83K in Q2 2022.
90 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q2 2026, filed 27 Jul 2026.