Great Lakes Retirement’s Spire SR Stock Holding History

Great Lakes Retirement’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
2024 Q3	–	Sell	-200	Closed	-$12.3K	–	585
2024 Q2	$12.3K	Buy	+200	New	+$12.1K	﹤0.01%	463

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Great Lakes Retirement's SR Position: Q3 2024 in Review

Great Lakes Retirement sold out of Spire (SR) in Q3 2024, closing a stake of 200 shares — an estimated $12.3K sold.

Great Lakes Retirement first reported a position in SR in Q2 2024 and held it in 1 quarter. The position peaked at $12.3K in Q2 2024. 310 funds tracked by Wall St. Rank hold SR as of Q3 2024.

Great Lakes Retirement reported no remaining Spire position as of Q3 2024 after selling out during the quarter.
Great Lakes Retirement sold 200 Spire shares in Q3 2024, an estimated $12.3K.
Great Lakes Retirement first reported a position in Spire in Q2 2024 and held it in 1 quarter.
Great Lakes Retirement's Spire position peaked at $12.3K in Q2 2024.
310 funds tracked by Wall St. Rank held Spire as of Q3 2024.

Based on Great Lakes Retirement's 13F filing for Q3 2024, filed 22 Oct 2024.