Aspire Private Capital’s Spire SR Stock Holding History

Aspire Private Capital’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
2024 Q4	–	Sell	-51	Closed	-$3.43K	–	562
2024 Q3	$3.43K	Hold	51	–	–	﹤0.01%	504
2024 Q2	$3.1K	Hold	51	–	–	﹤0.01%	522
2024 Q1	$3.13K	Hold	51	–	–	﹤0.01%	540
2023 Q4	$3.18K	Hold	51	–	–	﹤0.01%	519
2023 Q3	$2.88K	Hold	51	–	–	﹤0.01%	533
2023 Q2	$3.23K	Hold	51	–	–	﹤0.01%	499
2023 Q1	$3.58K	Hold	51	–	–	﹤0.01%	481
2022 Q4	$3.51K	Hold	51	–	–	﹤0.01%	470
2022 Q3	$3K	Hold	51	–	–	﹤0.01%	488
2022 Q2	$4K	Hold	51	–	–	﹤0.01%	429
2022 Q1	$4K	Hold	51	–	–	﹤0.01%	434
2021 Q4	$3K	Hold	51	–	–	﹤0.01%	489
2021 Q3	$3K	Hold	51	–	–	﹤0.01%	460
2021 Q2	$4K	Hold	51	–	–	﹤0.01%	432
2021 Q1	$4K	Hold	51	–	–	﹤0.01%	415
2020 Q4	$3K	Hold	51	–	–	﹤0.01%	361
2020 Q3	$3K	Buy	+51	New	+$3.04K	﹤0.01%	356

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Aspire Private Capital's SR Position: Q4 2024 in Review

Aspire Private Capital sold out of Spire (SR) in Q4 2024, closing a stake of 51 shares — an estimated $3.43K sold.

Aspire Private Capital first reported a position in SR in Q3 2020 and held it in 17 quarters. The position peaked at $4K in Q2 2022. 322 funds tracked by Wall St. Rank hold SR as of Q4 2024.

Aspire Private Capital reported no remaining Spire position as of Q4 2024 after selling out during the quarter.
Aspire Private Capital sold 51 Spire shares in Q4 2024, an estimated $3.43K.
Aspire Private Capital first reported a position in Spire in Q3 2020 and held it in 17 quarters.
Aspire Private Capital's Spire position peaked at $4K in Q2 2022.
322 funds tracked by Wall St. Rank held Spire as of Q4 2024.

Based on Aspire Private Capital's 13F filing for Q4 2024, filed 17 Jan 2025.