AG
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Algert Global’s Spire SR Stock Holding History

Algert Global’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
-156,957
Closed -$11.5M – 1332
2025
Q2 		$11.5M Buy
+156,957
New +$11.8M 0.24% 97
2024
Q4 		– Sell
-5,541
Closed -$373K – 1321
2024
Q3 		$373K Hold
5,541
– – 0.01% 960
2024
Q2 		$337K Buy
+5,541
New +$335K 0.01% 1072
2023
Q1 		– Sell
-16,311
Closed -$1.12M – 1299
2022
Q4 		$1.12M Sell
16,311
-2,310
-12% -$157K 0.06% 526
2022
Q3 		$1.16M Buy
18,621
+4,618
+33% +$330K 0.07% 478
2022
Q2 		$1.04M Hold
14,003
– – 0.08% 455
2022
Q1 		$1M Buy
14,003
+3,779
+37% +$251K 0.07% 523
2021
Q4 		$667K Hold
10,224
– – 0.08% 430
2021
Q3 		$626K Buy
+10,224
New +$700K 0.08% 446

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 $3.37T AUM 44.26% 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

Algert Global's SR Position: Q3 2025 in Review

Algert Global sold out of Spire (SR) in Q3 2025, closing a stake of 156,957 shares — an estimated $11.5M sold.

Algert Global first reported a position in SR in Q3 2021 and held it in 9 quarters. The position peaked at $11.5M in Q2 2025. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

  • Algert Global reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
  • Algert Global sold 156,957 Spire shares in Q3 2025, an estimated $11.5M.
  • Algert Global first reported a position in Spire in Q3 2021 and held it in 9 quarters.
  • Algert Global's Spire position peaked at $11.5M in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on Algert Global's 13F filing for Q3 2025, filed 14 Nov 2025.