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Buckingham Strategic Wealth’s Spire SR Stock Holding History

Buckingham Strategic Wealth’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
Q2 		$466K Buy
7,671
+161
+2% +$9.73K ﹤0.01% 483
2024
Q1 		$461K Buy
7,510
+271
+4% +$16.2K ﹤0.01% 482
2023
Q4 		$451K Buy
7,239
+526
+8% +$31.4K 0.01% 464
2023
Q3 		$380K Buy
+6,713
New +$407K 0.01% 483

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Buckingham Strategic Wealth's SR Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its Spire (SR) stake by 2.1% in Q2 2024, buying an estimated $9.73K and bringing the position to 7,671 shares worth $466K. The position accounts for ﹤0.01% of the portfolio, ranked #483.

Buckingham Strategic Wealth first reported a position in SR in Q3 2023 and has held it in 4 quarters since. 293 funds tracked by Wall St. Rank hold SR as of Q2 2024.

  • Buckingham Strategic Wealth held 7,671 shares of Spire worth $466K as of Q2 2024.
  • Buckingham Strategic Wealth bought 161 Spire shares in Q2 2024, an estimated $9.73K.
  • Spire made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #483 holding.
  • Buckingham Strategic Wealth first reported a position in Spire in Q3 2023 and has held it in 4 quarters since.
  • 293 funds tracked by Wall St. Rank held Spire as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.