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Kingsview Wealth Management’s Spire SR Stock Holding History

Kingsview Wealth 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
-32,815
Closed -$2.4M – 1287
2025
Q2 		$2.4M Buy
+32,815
New +$2.46M 0.04% 400
2025
Q1 		– Sell
-46,177
Closed -$3.13M – 1178
2024
Q4 		$3.13M Buy
+46,177
New +$3.09M 0.06% 293

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Kingsview Wealth Management's SR Position: Q3 2025 in Review

Kingsview Wealth Management sold out of Spire (SR) in Q3 2025, closing a stake of 32,815 shares — an estimated $2.4M sold.

Kingsview Wealth Management first reported a position in SR in Q4 2024 and held it in 2 quarters. The position peaked at $3.13M in Q4 2024. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

  • Kingsview Wealth Management reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
  • Kingsview Wealth Management sold 32,815 Spire shares in Q3 2025, an estimated $2.4M.
  • Kingsview Wealth Management first reported a position in Spire in Q4 2024 and held it in 2 quarters.
  • Kingsview Wealth Management's Spire position peaked at $3.13M in Q4 2024.
  • 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on Kingsview Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.