Creative Planning’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.4M | Buy |
15,466
+4,413
| +40% | +$387K | ﹤0.01% | 2189 |
|
|
2025
Q4 | $914K | Sell |
11,053
-67
| -0.6% | -$5.71K | ﹤0.01% | 2352 |
|
|
2025
Q3 | $907K | Buy |
11,120
+1,645
| +17% | +$125K | ﹤0.01% | 2199 |
|
|
2025
Q2 | $692K | Buy |
9,475
+1,606
| +20% | +$120K | ﹤0.01% | 2172 |
|
|
2025
Q1 | $616K | Sell |
7,869
-3,364
| -30% | -$246K | ﹤0.01% | 2103 |
|
|
2024
Q4 | $762K | Buy |
11,233
+4,107
| +58% | +$275K | ﹤0.01% | 1872 |
|
|
2024
Q3 | $480K | Buy |
7,126
+190
| +3% | +$12.3K | ﹤0.01% | 2147 |
|
|
2024
Q2 | $421K | Buy |
6,936
+576
| +9% | +$34.8K | ﹤0.01% | 2079 |
|
|
2024
Q1 | $390K | Sell |
6,360
-1,223
| -16% | -$73.1K | ﹤0.01% | 2039 |
|
|
2023
Q4 | $473K | Buy |
7,583
+694
| +10% | +$41.4K | ﹤0.01% | 1748 |
|
|
2023
Q3 | $390K | Buy |
6,889
+205
| +3% | +$12.4K | ﹤0.01% | 1738 |
|
|
2023
Q2 | $424K | Buy |
6,684
+450
| +7% | +$30.2K | ﹤0.01% | 1666 |
|
|
2023
Q1 | $437K | Buy |
6,234
+379
| +6% | +$26.9K | ﹤0.01% | 1556 |
|
|
2022
Q4 | $403K | Buy |
5,855
+624
| +12% | +$42.5K | ﹤0.01% | 1542 |
|
|
2022
Q3 | $326K | Sell |
5,231
-625
| -11% | -$44.7K | ﹤0.01% | 1601 |
|
|
2022
Q2 | $435K | Buy |
5,856
+1,278
| +28% | +$96.1K | ﹤0.01% | 1394 |
|
|
2022
Q1 | $328K | Buy |
+4,578
| New | +$303K | ﹤0.01% | 1572 |
|
|
2021
Q3 | – | Sell |
-3,646
| Closed | -$264K | – | 2218 |
|
|
2021
Q2 | $264K | Sell |
3,646
-226
| -6% | -$16.8K | ﹤0.01% | 1632 |
|
|
2021
Q1 | $286K | Sell |
3,872
-902
| -19% | -$60.2K | ﹤0.01% | 1823 |
|
|
2020
Q4 | $306K | Sell |
4,774
-432
| -8% | -$26.3K | ﹤0.01% | 1623 |
|
|
2020
Q3 | $277K | Buy |
5,206
+457
| +10% | +$27.3K | ﹤0.01% | 1464 |
|
|
2020
Q2 | $312K | Hold |
4,749
| – | – | ﹤0.01% | 1274 |
|
|
2020
Q1 | $354K | Sell |
4,749
-1,295
| -21% | -$104K | ﹤0.01% | 1112 |
|
|
2019
Q4 | $504K | Buy |
6,044
+1,230
| +26% | +$101K | ﹤0.01% | 1106 |
|
|
2019
Q3 | $420K | Sell |
4,814
-91
| -2% | -$7.67K | ﹤0.01% | 1168 |
|
|
2019
Q2 | $412K | Buy |
4,905
+608
| +14% | +$50.9K | ﹤0.01% | 1180 |
|
|
2019
Q1 | $354K | Sell |
4,297
-569
| -12% | -$44.4K | ﹤0.01% | 1238 |
|
|
2018
Q4 | $360K | Buy |
4,866
+854
| +21% | +$64.6K | ﹤0.01% | 1132 |
|
|
2018
Q3 | $295K | Sell |
4,012
-108
| -3% | -$7.99K | ﹤0.01% | 1408 |
|
|
2018
Q2 | $291K | Sell |
4,120
-141
| -3% | -$9.94K | ﹤0.01% | 1392 |
|
|
2018
Q1 | $308K | Buy |
4,261
+387
| +10% | +$26.4K | ﹤0.01% | 1328 |
|
|
2017
Q4 | $291K | Buy |
3,874
+90
| +2% | +$6.98K | ﹤0.01% | 1379 |
|
|
2017
Q3 | $282K | Sell |
3,784
-42
| -1% | -$3.12K | ﹤0.01% | 1367 |
|
|
2017
Q2 | $267K | Buy |
3,826
+220
| +6% | +$15.4K | ﹤0.01% | 1355 |
|
|
2017
Q1 | $243K | Sell |
3,606
-87
| -2% | -$5.66K | ﹤0.01% | 1371 |
|
|
2016
Q4 | $238K | Sell |
3,693
-530
| -13% | -$33.3K | ﹤0.01% | 1320 |
|
|
2016
Q3 | $269K | Buy |
4,223
+598
| +16% | +$40K | ﹤0.01% | 1236 |
|
|
2016
Q2 | $257K | Buy |
3,625
+200
| +6% | +$13.1K | ﹤0.01% | 1130 |
|
|
2016
Q1 | $232K | Hold |
3,425
| – | – | ﹤0.01% | 1134 |
|
|
2015
Q4 | $203K | Buy |
3,425
+2,655
| +345% | +$153K | ﹤0.01% | 1190 |
|
|
2015
Q3 | $42K | Buy |
+770
| New | +$41K | ﹤0.01% | 2157 |
|
|
2015
Q2 | – | Sell |
-757
| Closed | -$39K | – | 2760 |
|
|
2015
Q1 | $39K | Sell |
757
-129
| -15% | -$6.77K | ﹤0.01% | 2200 |
|
|
2014
Q4 | $47K | Hold |
886
| – | – | ﹤0.01% | 2049 |
|
|
2014
Q3 | $41K | Hold |
886
| – | – | ﹤0.01% | 2061 |
|
|
2014
Q2 | $43K | Sell |
886
-28
| -3% | -$1.31K | ﹤0.01% | 1966 |
|
|
2014
Q1 | $43K | Hold |
914
| – | – | ﹤0.01% | 1902 |
|
|
2013
Q4 | $42K | Hold |
914
| – | – | ﹤0.01% | 1734 |
|
|
2013
Q3 | $41K | Sell |
914
-250
| -21% | -$11.3K | ﹤0.01% | 1634 |
|
|
2013
Q2 | $53K | Buy |
+1,164
| New | +$53K | ﹤0.01% | 1352 |
|
Other funds holding SR
VPM
VCM
