EI
SR icon

Ethic Inc’s Spire SR Stock Holding History

Ethic Inc’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
Q2 		$339K Sell
4,343
-115
-3% -$9.88K ﹤0.01% 1074
2026
Q1 		$404K Sell
4,458
-471
-10% -$41.3K 0.01% 949
2025
Q4 		$408K Sell
4,929
-2,075
-30% -$177K 0.01% 914
2025
Q3 		$571K Sell
7,004
-1,463
-17% -$111K 0.01% 795
2025
Q2 		$617K Sell
8,467
-3,478
-29% -$260K 0.01% 751
2025
Q1 		$941K Buy
11,945
+2,323
+24% +$170K 0.02% 614
2024
Q4 		$653K Buy
9,622
+3,449
+56% +$231K 0.01% 717
2024
Q3 		$379K Sell
6,173
-1,524
-20% -$98.9K 0.01% 833
2024
Q2 		$467K Buy
7,697
+1,524
+25% +$92.1K 0.01% 782
2024
Q1 		$379K Buy
+6,173
New +$369K 0.01% 832
2023
Q4 		– Sell
-5,146
Closed -$291K – 1096
2023
Q3 		$291K Buy
5,146
+585
+13% +$35.5K 0.01% 820
2023
Q2 		$289K Sell
4,561
-1,506
-25% -$101K 0.01% 803
2023
Q1 		$426K Sell
6,067
-535
-8% -$37.9K 0.02% 696
2022
Q4 		$455K Sell
6,602
-4,423
-40% -$301K 0.02% 601
2022
Q3 		$687K Sell
11,025
-390
-3% -$27.9K 0.05% 414
2022
Q2 		$849K Buy
11,415
+820
+8% +$61.7K 0.06% 351
2022
Q1 		$760K Buy
10,595
+3,900
+58% +$259K 0.05% 366
2021
Q4 		$437K Sell
6,695
-612
-8% -$38.7K 0.03% 440
2021
Q3 		$447K Buy
7,307
+2,999
+70% +$205K 0.05% 386
2021
Q2 		$311K Buy
4,308
+698
+19% +$52K 0.04% 436
2021
Q1 		$267K Buy
3,610
+256
+8% +$17.1K 0.05% 410
2020
Q4 		$215K Buy
+3,354
New +$204K 0.06% 375

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Ethic Inc's SR Position: Q2 2026 in Review

Ethic Inc reduced its Spire (SR) stake by 2.6% in Q2 2026, selling an estimated $9.88K and leaving 4,343 shares worth $339K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Ethic Inc first reported a position in SR in Q4 2020 and has held it in 22 quarters since. The position peaked at $941K in Q1 2025. 396 funds tracked by Wall St. Rank hold SR as of Q2 2026.

  • Ethic Inc held 4,343 shares of Spire worth $339K as of Q2 2026.
  • Ethic Inc sold 115 Spire shares in Q2 2026, an estimated $9.88K.
  • Spire made up ﹤0.01% of Ethic Inc's portfolio in Q2 2026, its #1074 holding.
  • Ethic Inc first reported a position in Spire in Q4 2020 and has held it in 22 quarters since.
  • Ethic Inc's Spire position peaked at $941K in Q1 2025.
  • 396 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on Ethic Inc's 13F filing for Q2 2026, filed 29 Jul 2026.