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Householder Group Estate & Retirement Specialist’s Spire SR Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q4 		– Sell
-21
Closed -$1K – 1130
2024
Q3 		$1K Hold
21
– – ﹤0.01% 1120
2024
Q2 		$1K Buy
21
+1
+5% +$60 ﹤0.01% 1157
2024
Q1 		$1.29K Hold
20
– – ﹤0.01% 1097
2023
Q4 		$1K Hold
20
– – ﹤0.01% 1089
2023
Q3 		$1.16K Buy
+20
New +$1.21K ﹤0.01% 1127
2023
Q1 		$1K Buy
20
+4
+25% +$284 ﹤0.01% 1181
2022
Q4 		$1K Buy
+16
New +$1.09K ﹤0.01% 352

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's SR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Spire (SR) in Q4 2024, closing a stake of 21 shares — an estimated $1K sold.

Householder Group Estate & Retirement Specialist first reported a position in SR in Q4 2022 and held it in 7 quarters. The position peaked at $1.29K in Q1 2024. 322 funds tracked by Wall St. Rank hold SR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining Spire position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 21 Spire shares in Q4 2024, an estimated $1K.
  • Householder Group Estate & Retirement Specialist first reported a position in Spire in Q4 2022 and held it in 7 quarters.
  • Householder Group Estate & Retirement Specialist's Spire position peaked at $1.29K in Q1 2024.
  • 322 funds tracked by Wall St. Rank held Spire as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.