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Inspire Advisors’s Spire SR Stock Holding History

Inspire Advisors’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
-40,423
Closed -$3.16M – 558
2025
Q1 		$3.16M Buy
40,423
+11,995
+42% +$877K 0.37% 32
2024
Q4 		$1.93M Sell
28,428
-508
-2% -$34K 0.24% 64
2024
Q3 		$1.95M Buy
28,936
+5,140
+22% +$334K 0.24% 54
2024
Q2 		$1.45M Buy
+23,796
New +$1.44M 0.19% 68

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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

Inspire Advisors's SR Position: Q2 2025 in Review

Inspire Advisors sold out of Spire (SR) in Q2 2025, closing a stake of 40,423 shares — an estimated $3.16M sold.

Inspire Advisors first reported a position in SR in Q2 2024 and held it in 4 quarters. The position peaked at $3.16M in Q1 2025. 336 funds tracked by Wall St. Rank hold SR as of Q2 2025.

  • Inspire Advisors reported no remaining Spire position as of Q2 2025 after selling out during the quarter.
  • Inspire Advisors sold 40,423 Spire shares in Q2 2025, an estimated $3.16M.
  • Inspire Advisors first reported a position in Spire in Q2 2024 and held it in 4 quarters.
  • Inspire Advisors's Spire position peaked at $3.16M in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Spire as of Q2 2025.

Based on Inspire Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.