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Kestra Investment Management’s Spire SR Stock Holding History

Kestra Investment Management’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
Q3 		– Sell
-1,983
Closed -$145K – 709
2025
Q2 		$145K Sell
1,983
-12
-0.6% -$899 ﹤0.01% 444
2025
Q1 		$156K Buy
+1,995
New +$146K ﹤0.01% 390

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

Kestra Investment Management's SR Position: Q3 2025 in Review

Kestra Investment Management sold out of Spire (SR) in Q3 2025, closing a stake of 1,983 shares — an estimated $145K sold.

Kestra Investment Management first reported a position in SR in Q1 2025 and held it in 2 quarters. The position peaked at $156K in Q1 2025. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

  • Kestra Investment Management reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
  • Kestra Investment Management sold 1,983 Spire shares in Q3 2025, an estimated $145K.
  • Kestra Investment Management first reported a position in Spire in Q1 2025 and held it in 2 quarters.
  • Kestra Investment Management's Spire position peaked at $156K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on Kestra Investment Management's 13F filing for Q3 2025, filed 17 Nov 2025.