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Global Financial Private Client’s Spire SR Stock Holding History

Global Financial Private Client’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
2025
Q2 		– Sell
-8
Closed -$626 – 1397
2025
Q1 		$626 Buy
8
+6
+300% +$439 ﹤0.01% 1204
2024
Q4 		$136 Buy
+2
New +$134 ﹤0.01% 1405

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Global Financial Private Client's SR Position: Q2 2025 in Review

Global Financial Private Client sold out of Spire (SR) in Q2 2025, closing a stake of 8 shares — an estimated $626 sold.

Global Financial Private Client first reported a position in SR in Q4 2024 and held it in 2 quarters. The position peaked at $626 in Q1 2025. 336 funds tracked by Wall St. Rank hold SR as of Q2 2025.

  • Global Financial Private Client reported no remaining Spire position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 8 Spire shares in Q2 2025, an estimated $626.
  • Global Financial Private Client first reported a position in Spire in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Spire position peaked at $626 in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Spire as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.