High Note Wealth’s Spire SR Stock Holding History

High Note Wealth’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	-68	Closed	-$5.32K	–	976
2025 Q1	$5.32K	Buy	68 +2	+3%	+$146	﹤0.01%	387
2024 Q4	$4.48K	Buy	+66	New	+$4.42K	﹤0.01%	485

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

High Note Wealth's SR Position: Q2 2025 in Review

High Note Wealth sold out of Spire (SR) in Q2 2025, closing a stake of 68 shares — an estimated $5.32K sold.

High Note Wealth first reported a position in SR in Q4 2024 and held it in 2 quarters. The position peaked at $5.32K in Q1 2025. 336 funds tracked by Wall St. Rank hold SR as of Q2 2025.

High Note Wealth reported no remaining Spire position as of Q2 2025 after selling out during the quarter.
High Note Wealth sold 68 Spire shares in Q2 2025, an estimated $5.32K.
High Note Wealth first reported a position in Spire in Q4 2024 and held it in 2 quarters.
High Note Wealth's Spire position peaked at $5.32K in Q1 2025.
336 funds tracked by Wall St. Rank held Spire as of Q2 2025.

Based on High Note Wealth's 13F filing for Q2 2025, filed 23 Jul 2025.