IC
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IEQ Capital’s Spire SR Stock Holding History

IEQ Capital’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
Q4 		– Sell
-9,594
Closed -$782K – 1999
2025
Q3 		$782K Buy
9,594
+530
+6% +$40.3K ﹤0.01% 1106
2025
Q2 		$662K Buy
9,064
+2,710
+43% +$203K ﹤0.01% 1022
2025
Q1 		$497K Buy
6,354
+555
+10% +$40.6K ﹤0.01% 981
2024
Q4 		$393K Buy
+5,799
New +$389K ﹤0.01% 923

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 $3.38T AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

IEQ Capital's SR Position: Q4 2025 in Review

IEQ Capital sold out of Spire (SR) in Q4 2025, closing a stake of 9,594 shares — an estimated $782K sold.

IEQ Capital first reported a position in SR in Q4 2024 and held it in 4 quarters. The position peaked at $782K in Q3 2025. 366 funds tracked by Wall St. Rank hold SR as of Q4 2025.

  • IEQ Capital reported no remaining Spire position as of Q4 2025 after selling out during the quarter.
  • IEQ Capital sold 9,594 Spire shares in Q4 2025, an estimated $782K.
  • IEQ Capital first reported a position in Spire in Q4 2024 and held it in 4 quarters.
  • IEQ Capital's Spire position peaked at $782K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Spire as of Q4 2025.

Based on IEQ Capital's 13F filing for Q4 2025, filed 13 Feb 2026.