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Hemington Wealth Management’s Spire SR Stock Holding History

Hemington Wealth Management’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
Q3 		$9K Sell
122
-4
-3% -$304 ﹤0.01% 938
2025
Q2 		$9K Buy
126
+1
+0.8% +$75 ﹤0.01% 911
2025
Q1 		$9K Buy
125
+18
+17% +$1.32K ﹤0.01% 862
2024
Q4 		$7K Buy
107
+11
+11% +$737 ﹤0.01% 916
2024
Q3 		$6K Buy
+96
New +$6.23K ﹤0.01% 897

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Hemington Wealth Management's SR Position: Q3 2025 in Review

Hemington Wealth Management reduced its Spire (SR) stake by 3.2% in Q3 2025, selling an estimated $304 and leaving 122 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #938.

Hemington Wealth Management first reported a position in SR in Q3 2024 and has held it in 5 quarters since. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

  • Hemington Wealth Management held 122 shares of Spire worth $9K as of Q3 2025.
  • Hemington Wealth Management sold 4 Spire shares in Q3 2025, an estimated $304.
  • Spire made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #938 holding.
  • Hemington Wealth Management first reported a position in Spire in Q3 2024 and has held it in 5 quarters since.
  • 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.