Cetera Investment Advisers
SR icon

Cetera Investment Advisers’s Spire SR Stock Holding History

Cetera Investment Advisers’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
2026
Q1 		$1.87M Buy
20,660
+4,281
+26% +$376K ﹤0.01% 2336
2025
Q4 		$1.35M Buy
16,379
+1,231
+8% +$105K ﹤0.01% 2568
2025
Q3 		$1.23M Buy
15,148
+3,701
+32% +$282K ﹤0.01% 2590
2025
Q2 		$836K Buy
11,447
+1,108
+11% +$83K ﹤0.01% 2536
2025
Q1 		$809K Buy
10,339
+2,188
+27% +$160K ﹤0.01% 2437
2024
Q4 		$553K Buy
8,151
+655
+9% +$43.9K ﹤0.01% 2601
2024
Q3 		$504K Buy
7,496
+1,559
+26% +$101K ﹤0.01% 2643
2024
Q2 		$361K Buy
5,937
+1,828
+44% +$110K ﹤0.01% 2868
2024
Q1 		$252K Buy
+4,109
New +$246K ﹤0.01% 3185
2017
Q3 		– Sell
-5,583
Closed -$386K – 409
2017
Q2 		$386K Sell
5,583
-551
-9% -$38.5K 0.09% 265
2017
Q1 		$415K Buy
6,134
+1,521
+33% +$99K 0.11% 225
2016
Q4 		$296K Buy
+4,613
New +$290K 0.1% 246

Other funds holding SR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return