AWM
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AE Wealth Management’s Spire SR Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-2,960
Closed -$216K – 2368
2025
Q2 		$216K Sell
2,960
-316
-10% -$23.7K ﹤0.01% 1273
2025
Q1 		$256K Sell
3,276
-242
-7% -$17.7K ﹤0.01% 1160
2024
Q4 		$239K Buy
+3,518
New +$236K ﹤0.01% 1195
2024
Q1 		– Sell
-10,287
Closed -$598K – 1871
2023
Q4 		$598K Sell
10,287
-38
-0.4% -$2.27K ﹤0.01% 1345
2023
Q3 		$584K Buy
10,325
+1,041
+11% +$63.1K ﹤0.01% 1297
2023
Q2 		$589K Buy
9,284
+10
+0.1% +$671 ﹤0.01% 1304
2023
Q1 		$650K Buy
9,274
+79
+0.9% +$5.6K ﹤0.01% 1227
2022
Q4 		$633K Buy
+9,195
New +$626K ﹤0.01% 1183

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

AE Wealth Management's SR Position: Q3 2025 in Review

AE Wealth Management sold out of Spire (SR) in Q3 2025, closing a stake of 2,960 shares — an estimated $216K sold.

AE Wealth Management first reported a position in SR in Q4 2022 and held it in 8 quarters. The position peaked at $650K in Q1 2023. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

  • AE Wealth Management reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 2,960 Spire shares in Q3 2025, an estimated $216K.
  • AE Wealth Management first reported a position in Spire in Q4 2022 and held it in 8 quarters.
  • AE Wealth Management's Spire position peaked at $650K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.