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

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

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

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

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

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

Bedel Financial Consulting's SR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Spire (SR) in Q2 2022, closing a stake of 69 shares — an estimated $5K sold.

Bedel Financial Consulting first reported a position in SR in Q1 2018 and held it in 17 quarters. The position peaked at $6K in Q4 2019. 292 funds tracked by Wall St. Rank hold SR as of Q2 2022.

Bedel Financial Consulting reported no remaining Spire position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 69 Spire shares in Q2 2022, an estimated $5K.
Bedel Financial Consulting first reported a position in Spire in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Spire position peaked at $6K in Q4 2019.
292 funds tracked by Wall St. Rank held Spire as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.