CFD
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Creative Financial Designs’s Spire SR Stock Holding History

Creative Financial Designs’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 		$6.79K Hold
75
– – ﹤0.01% 1506
2025
Q4 		$6.2K Hold
75
– – ﹤0.01% 1461
2025
Q3 		$6.11K Hold
75
– – ﹤0.01% 1483
2025
Q2 		$5.47K Hold
75
– – ﹤0.01% 1501
2025
Q1 		$5.87K Hold
75
– – ﹤0.01% 1447
2024
Q4 		$5.09K Hold
75
– – ﹤0.01% 1422
2024
Q3 		$5.05K Hold
75
– – ﹤0.01% 1375
2024
Q2 		$4.55K Hold
75
– – ﹤0.01% 1332
2024
Q1 		$4.6K Hold
75
– – ﹤0.01% 1321
2023
Q4 		$4.68K Hold
75
– – ﹤0.01% 1276
2023
Q3 		$4.24K Hold
75
– – ﹤0.01% 1214
2023
Q2 		$4.76K Hold
75
– – ﹤0.01% 1191
2023
Q1 		$5.26K Hold
75
– – ﹤0.01% 1101
2022
Q4 		$5.17K Hold
75
– – ﹤0.01% 1032
2022
Q3 		$5K Hold
75
– – ﹤0.01% 1049
2022
Q2 		$6K Hold
75
– – ﹤0.01% 983
2022
Q1 		$5K Buy
+75
New +$4.97K ﹤0.01% 1053

Other funds holding SR

BlackRock
BlackRock New York $5.72T 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 $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Creative Financial Designs's SR Position: Q1 2026 in Review

Creative Financial Designs held its Spire (SR) position steady in Q1 2026 at 75 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #1506.

Creative Financial Designs first reported a position in SR in Q1 2022 and has held it in 17 quarters since. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Creative Financial Designs held 75 shares of Spire worth $6.79K as of Q1 2026.
  • Creative Financial Designs left its Spire share count unchanged in Q1 2026.
  • Spire made up ﹤0.01% of Creative Financial Designs's portfolio in Q1 2026, its #1506 holding.
  • Creative Financial Designs first reported a position in Spire in Q1 2022 and has held it in 17 quarters since.
  • 400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.