Dimensional Fund Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $73.5M | Sell |
1,007,138
-577
| -0.1% | -$42.1K | 0.02% | 1244 |
|
|
2025
Q1 | $78.9M | Buy |
1,007,715
+4,777
| +0.5% | +$374K | 0.02% | 1158 |
|
|
2024
Q4 | $68M | Buy |
1,002,938
+15,835
| +2% | +$1.07M | 0.02% | 1329 |
|
|
2024
Q3 | $66.4M | Buy |
987,103
+42,716
| +5% | +$2.87M | 0.02% | 1335 |
|
|
2024
Q2 | $57.4M | Buy |
944,387
+72,119
| +8% | +$4.38M | 0.02% | 1367 |
|
|
2024
Q1 | $53.5M | Buy |
872,268
+35,165
| +4% | +$2.16M | 0.01% | 1407 |
|
|
2023
Q4 | $52.2M | Buy |
837,103
+19,032
| +2% | +$1.19M | 0.02% | 1406 |
|
|
2023
Q3 | $46.3M | Sell |
818,071
-10,618
| -1% | -$601K | 0.02% | 1395 |
|
|
2023
Q2 | $52.6M | Buy |
828,689
+24,633
| +3% | +$1.56M | 0.02% | 1326 |
|
|
2023
Q1 | $56.4M | Buy |
804,056
+13,151
| +2% | +$922K | 0.02% | 1231 |
|
|
2022
Q4 | $54.5K | Sell |
790,905
-45,374
| -5% | -$3.13K | 0.02% | 1253 |
|
|
2022
Q3 | $52.1M | Sell |
836,279
-14,958
| -2% | -$932K | 0.02% | 1196 |
|
|
2022
Q2 | $63.3M | Buy |
851,237
+30,388
| +4% | +$2.26M | 0.02% | 1086 |
|
|
2022
Q1 | $58.9M | Buy |
820,849
+28,953
| +4% | +$2.08M | 0.02% | 1279 |
|
|
2021
Q4 | $51.6M | Buy |
791,896
+1,539
| +0.2% | +$100K | 0.02% | 1385 |
|
|
2021
Q3 | $48.4M | Buy |
790,357
+31,096
| +4% | +$1.9M | 0.02% | 1435 |
|
|
2021
Q2 | $54.9M | Sell |
759,261
-36,081
| -5% | -$2.61M | 0.02% | 1364 |
|
|
2021
Q1 | $58.8M | Sell |
795,342
-12,455
| -2% | -$920K | 0.02% | 1304 |
|
|
2020
Q4 | $51.7M | Sell |
807,797
-21,923
| -3% | -$1.4M | 0.02% | 1340 |
|
|
2020
Q3 | $44.1M | Sell |
829,720
-35,061
| -4% | -$1.87M | 0.02% | 1300 |
|
|
2020
Q2 | $56.8M | Sell |
864,781
-25,832
| -3% | -$1.7M | 0.03% | 1097 |
|
|
2020
Q1 | $66.3M | Sell |
890,613
-8,369
| -0.9% | -$623K | 0.03% | 742 |
|
|
2019
Q4 | $74.9M | Sell |
898,982
-10,761
| -1% | -$896K | 0.03% | 1019 |
|
|
2019
Q3 | $79.4M | Buy |
909,743
+7,867
| +0.9% | +$686K | 0.03% | 899 |
|
|
2019
Q2 | $75.7M | Sell |
901,876
-46,252
| -5% | -$3.88M | 0.03% | 968 |
|
|
2019
Q1 | $78M | Buy |
948,128
+7,901
| +0.8% | +$650K | 0.03% | 892 |
|
|
2018
Q4 | $69.7M | Buy |
940,227
+9,987
| +1% | +$740K | 0.03% | 886 |
|
|
2018
Q3 | $68.4M | Buy |
930,240
+3,433
| +0.4% | +$252K | 0.03% | 1093 |
|
|
2018
Q2 | $65.5M | Sell |
926,807
-518
| -0.1% | -$36.6K | 0.03% | 1090 |
|
|
2018
Q1 | $67M | Buy |
927,325
+195
| +0% | +$14.1K | 0.03% | 997 |
|
|
2017
Q4 | $69.7M | Buy |
927,130
+7,695
| +0.8% | +$578K | 0.03% | 949 |
|
|
2017
Q3 | $68.6M | Buy |
919,435
+18,123
| +2% | +$1.35M | 0.03% | 924 |
|
|
2017
Q2 | $62.9M | Buy |
901,312
+9,509
| +1% | +$663K | 0.03% | 963 |
|
|
2017
Q1 | $60.2M | Buy |
891,803
+5,863
| +0.7% | +$396K | 0.03% | 956 |
|
|
2016
Q4 | $57.2M | Buy |
885,940
+12,083
| +1% | +$780K | 0.03% | 987 |
|
|
2016
Q3 | $55.7M | Buy |
873,857
+3,141
| +0.4% | +$200K | 0.03% | 923 |
|
|
2016
Q2 | $61.7M | Buy |
870,716
+8,609
| +1% | +$610K | 0.04% | 750 |
|
|
2016
Q1 | $58.4M | Buy |
862,107
+31,154
| +4% | +$2.11M | 0.04% | 744 |
|
|
2015
Q4 | $49.4M | Buy |
830,953
+48,130
| +6% | +$2.86M | 0.03% | 862 |
|
|
2015
Q3 | $42.7M | Buy |
782,823
+25,555
| +3% | +$1.39M | 0.03% | 948 |
|
|
2015
Q2 | $39.4M | Buy |
757,268
+44,798
| +6% | +$2.33M | 0.02% | 1122 |
|
|
2015
Q1 | $36.5M | Buy |
712,470
+70,600
| +11% | +$3.62M | 0.02% | 1167 |
|
|
2014
Q4 | $34.1M | Buy |
641,870
+74,253
| +13% | +$3.95M | 0.02% | 1151 |
|
|
2014
Q3 | $26.3M | Sell |
567,617
-53,657
| -9% | -$2.49M | 0.02% | 1323 |
|
|
2014
Q2 | $30.2M | Buy |
621,274
+43,345
| +8% | +$2.1M | 0.02% | 1197 |
|
|
2014
Q1 | $27.2M | Buy |
577,929
+8,044
| +1% | +$379K | 0.02% | 1228 |
|
|
2013
Q4 | $26M | Buy |
569,885
+13,362
| +2% | +$608K | 0.02% | 1244 |
|
|
2013
Q3 | $25M | Buy |
556,523
+52,781
| +10% | +$2.38M | 0.02% | 1146 |
|
|
2013
Q2 | $23M | Buy |
+503,742
| New | +$23M | 0.02% | 1114 |
|