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InceptionR’s Spire SR Stock Holding History

InceptionR’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
2026
Q1 		– Sell
-4,763
Closed -$394K – 887
2025
Q4 		$394K Buy
+4,763
New +$406K 0.11% 355
2025
Q1 		– Sell
-7,435
Closed -$504K – 815
2024
Q4 		$504K Buy
+7,435
New +$498K 0.11% 331
2023
Q4 		– Sell
-4,242
Closed -$240K – 514
2023
Q3 		$240K Buy
+4,242
New +$257K 0.14% 313

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
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

InceptionR's SR Position: Q1 2026 in Review

InceptionR sold out of Spire (SR) in Q1 2026, closing a stake of 4,763 shares — an estimated $394K sold.

InceptionR first reported a position in SR in Q3 2023 and held it in 3 quarters. The position peaked at $504K in Q4 2024. 403 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • InceptionR reported no remaining Spire position as of Q1 2026 after selling out during the quarter.
  • InceptionR sold 4,763 Spire shares in Q1 2026, an estimated $394K.
  • InceptionR first reported a position in Spire in Q3 2023 and held it in 3 quarters.
  • InceptionR's Spire position peaked at $504K in Q4 2024.
  • 403 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.