Capstone Investment Advisors
SR icon

Capstone Investment Advisors’s Spire SR Stock Holding History

Capstone Investment Advisors’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
Q1 		– Sell
-3,802
Closed -$258K – 1825
2024
Q4 		$258K Buy
+3,802
New +$255K ﹤0.01% 1526
2024
Q2 		– Sell
-9,180
Closed -$563K – 2453
2024
Q1 		$563K Buy
+9,180
New +$549K ﹤0.01% 1491
2017
Q1 		– Sell
-14,700
Closed -$948K – 1107
2016
Q4 		$948K Buy
14,700
+8,600
+141% +$541K 0.03% 440
2016
Q3 		$388K Buy
6,100
+300
+5% +$20.1K 0.01% 559
2016
Q2 		$410K Buy
+5,800
New +$381K 0.01% 510

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capstone Investment Advisors's SR Position: Q1 2025 in Review

Capstone Investment Advisors sold out of Spire (SR) in Q1 2025, closing a stake of 3,802 shares — an estimated $258K sold.

Capstone Investment Advisors first reported a position in SR in Q2 2016 and held it in 5 quarters. The position peaked at $948K in Q4 2016. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

  • Capstone Investment Advisors reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,802 Spire shares in Q1 2025, an estimated $258K.
  • Capstone Investment Advisors first reported a position in Spire in Q2 2016 and held it in 5 quarters.
  • Capstone Investment Advisors's Spire position peaked at $948K in Q4 2016.
  • 328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on Capstone Investment Advisors's 13F filing for Q1 2025, filed 15 May 2025.