JCIA
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Jackson Creek Investment Advisors’s Spire SR Stock Holding History

Jackson Creek Investment 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
2026
Q1 		– Sell
-5,294
Closed -$438K – 374
2025
Q4 		$438K Sell
5,294
-76
-1% -$6.48K 0.13% 226
2025
Q3 		$438K Buy
+5,370
New +$408K 0.13% 216
2025
Q2 		– Sell
-22,367
Closed -$1.75M – 373
2025
Q1 		$1.75M Buy
+22,367
New +$1.64M 0.56% 22
2022
Q3 		– Sell
-12,981
Closed -$977K – 343
2022
Q2 		$977K Buy
+12,981
New +$976K 0.39% 114
2021
Q4 		– Sell
-15,418
Closed -$943K – 349
2021
Q3 		$943K Buy
15,418
+139
+0.9% +$9.52K 0.35% 164
2021
Q2 		$1.1M Sell
15,279
-1,574
-9% -$117K 0.41% 96
2021
Q1 		$1.25M Buy
+16,853
New +$1.12M 0.43% 69

Other funds holding SR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
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