Bedel Financial Consulting’s Spire SR Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-69	Closed	-$5K	–	794
2022 Q1	$5K	Hold	69	–	–	﹤0.01%	774
2021 Q4	$5K	Hold	69	–	–	﹤0.01%	794
2021 Q3	$4K	Hold	69	–	–	﹤0.01%	821
2021 Q2	$5K	Hold	69	–	–	﹤0.01%	784
2021 Q1	$5K	Hold	69	–	–	﹤0.01%	754
2020 Q4	$4K	Hold	69	–	–	﹤0.01%	695
2020 Q3	$4K	Hold	69	–	–	﹤0.01%	654
2020 Q2	$5K	Hold	69	–	–	﹤0.01%	590
2020 Q1	$5K	Hold	69	–	–	﹤0.01%	581
2019 Q4	$6K	Hold	69	–	–	﹤0.01%	570
2019 Q3	$6K	Hold	69	–	–	﹤0.01%	552
2019 Q2	$6K	Hold	69	–	–	﹤0.01%	548
2019 Q1	$6K	Hold	69	–	–	﹤0.01%	553
2018 Q4	$5K	Hold	69	–	–	﹤0.01%	541
2018 Q3	$5K	Hold	69	–	–	﹤0.01%	554
2018 Q2	$5K	Hold	69	–	–	﹤0.01%	556
2018 Q1	$5K	Buy	+69	New	+$4.7K	﹤0.01%	546

Other funds holding SR

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return