Inspire Investing’s Spire SR Stock Holding History

Inspire Investing’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	$522K	Buy	5,770 +36	+0.6%	+$3.16K	0.03%	500
2025 Q4	$474K	Buy	5,734 +144	+3%	+$12.3K	0.04%	358
2025 Q3	$456K	Buy	5,590 +150	+3%	+$11.4K	0.04%	471
2025 Q2	$397K	Buy	5,440 +836	+18%	+$62.6K	0.04%	344
2025 Q1	$360K	Sell	4,604 -1,389	-23%	-$102K	0.04%	323
2024 Q4	$407K	Sell	5,993 -4,852	-45%	-$325K	0.05%	371
2024 Q3	$730K	Buy	10,845 +5,069	+88%	+$329K	0.07%	282
2024 Q2	$351K	Sell	5,776 -50	-0.9%	-$3.02K	0.04%	630
2024 Q1	$358K	Sell	5,826 -370	-6%	-$22.1K	0.04%	665
2023 Q4	$386K	Buy	6,196 +793	+15%	+$47.3K	0.04%	450
2023 Q3	$306K	Buy	5,403 +440	+9%	+$26.7K	0.04%	695
2023 Q2	$315K	Buy	4,963 +1,096	+28%	+$73.6K	0.04%	503
2023 Q1	$271K	Buy	3,867 +446	+13%	+$31.6K	0.03%	739
2022 Q4	$236K	Buy	3,421 +94	+3%	+$6.4K	0.03%	544
2022 Q3	$207K	Buy	3,327 +471	+16%	+$33.7K	0.03%	545
2022 Q2	$212K	Sell	2,856 -438	-13%	-$32.9K	0.03%	583
2022 Q1	$236K	Sell	3,294 -540	-14%	-$35.8K	0.03%	523
2021 Q4	$250K	Buy	3,834 +6	+0.2%	+$379	0.03%	466
2021 Q3	$234K	Buy	+3,828	New	+$262K	0.03%	513

Other funds holding SR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

American Century Companies

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

Geode Capital Management

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

Fuller & Thaler Asset Management

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

CAPTRUST Financial Advisors

CAPTRUST Financial Advisors Raleigh, North Carolina $57.2B AUM 18.32% 1-Year Est. Return

Adage Capital Partners

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return