Covestor
SR icon

Covestor’s Spire SR Stock Holding History

Covestor’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
Q3 		$6K Sell
76
-4
-5% -$324 ﹤0.01% 1822
2026
Q2 		$6K Buy
80
+7
+10% +$601 ﹤0.01% 1850
2026
Q1 		$7K Sell
73
-155
-68% -$13.6K ﹤0.01% 1690
2025
Q4 		$19K Sell
228
-33
-13% -$2.81K 0.01% 1310
2025
Q3 		$22K Sell
261
-13
-5% -$989 0.01% 1244
2025
Q2 		$20K Buy
274
+106
+63% +$7.94K 0.01% 1256
2025
Q1 		$13K Buy
168
+5
+3% +$366 0.01% 1367
2024
Q4 		$11K Sell
163
-5
-3% -$335 0.01% 1504
2024
Q3 		$11K Buy
168
+3
+2% +$195 0.01% 1522
2024
Q2 		$10K Buy
165
+162
+5,400% +$9.8K 0.01% 1565
2024
Q1 		$0 Sell
3
-1
-25% -$60 ﹤0.01% 2701
2023
Q4 		$0 Buy
4
+1
+33% +$60 ﹤0.01% 2684
2023
Q3 		$0 Sell
3
-2
-40% -$121 ﹤0.01% 2678
2023
Q2 		$0 Hold
5
– – ﹤0.01% 2617
2023
Q1 		$0 Hold
5
– – ﹤0.01% 2548
2022
Q4 		$0 Hold
5
– – ﹤0.01% 2571
2022
Q3 		$0 Sell
5
-90
-95% -$6.43K ﹤0.01% 2565
2022
Q2 		$7K Sell
95
-29
-23% -$2.18K 0.01% 1331
2022
Q1 		$9K Buy
124
+13
+12% +$862 0.01% 1367
2021
Q4 		$7K Buy
+111
New +$7.02K 0.01% 1175

Other funds holding SR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
River Road Asset Management
River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Covestor's SR Position: Q3 2026 in Review

Covestor reduced its Spire (SR) stake by 5% in Q3 2026, selling an estimated $324 and leaving 76 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Covestor first reported a position in SR in Q4 2021 and has held it in 20 quarters since. The position peaked at $22K in Q3 2025. 332 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • Covestor held 76 shares of Spire worth $6K as of Q3 2026.
  • Covestor sold 4 Spire shares in Q3 2026, an estimated $324.
  • Spire made up ﹤0.01% of Covestor's portfolio in Q3 2026, its #1822 holding.
  • Covestor first reported a position in Spire in Q4 2021 and has held it in 20 quarters since.
  • Covestor's Spire position peaked at $22K in Q3 2025.
  • 332 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.