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Lindbrook Capital’s Spire SR Stock Holding History

Lindbrook Capital’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
Q1 		$42.3K Buy
540
+237
+78% +$17.3K ﹤0.01% 1076
2024
Q4 		$20.6K Buy
303
+160
+112% +$10.7K ﹤0.01% 1277
2024
Q3 		$9.62K Buy
143
+37
+35% +$2.4K ﹤0.01% 1699
2024
Q2 		$6.44K Buy
106
+55
+108% +$3.32K ﹤0.01% 1871
2024
Q1 		$3.13K Sell
51
-9
-15% -$538 ﹤0.01% 2087
2023
Q4 		$3.74K Sell
60
-10
-14% -$597 ﹤0.01% 2031
2023
Q3 		$3.96K Sell
70
-4
-5% -$243 ﹤0.01% 1867
2023
Q2 		$4.7K Sell
74
-161
-69% -$10.8K ﹤0.01% 1836
2023
Q1 		$16.5K Buy
235
+12
+5% +$851 ﹤0.01% 1167
2022
Q4 		$15.4K Buy
223
+53
+31% +$3.61K ﹤0.01% 1203
2022
Q3 		$11K Buy
170
+29
+21% +$2.07K ﹤0.01% 1295
2022
Q2 		$10K Buy
141
+30
+27% +$2.26K ﹤0.01% 1266
2022
Q1 		$8K Buy
111
+23
+26% +$1.52K ﹤0.01% 1400
2021
Q4 		$6K Sell
88
-85
-49% -$5.38K ﹤0.01% 1466
2021
Q3 		$11K Sell
173
-29
-14% -$1.99K ﹤0.01% 969
2021
Q2 		$15K Hold
202
– – ﹤0.01% 900
2021
Q1 		$15K Hold
202
– – ﹤0.01% 857
2020
Q4 		$13K Buy
202
+73
+57% +$4.45K ﹤0.01% 817
2020
Q3 		$7K Sell
129
-36
-22% -$2.15K ﹤0.01% 977
2020
Q2 		$11K Sell
165
-348
-68% -$24.8K ﹤0.01% 815
2020
Q1 		$38K Sell
513
-368
-42% -$29.5K 0.01% 390
2019
Q4 		$73K Hold
881
– – 0.03% 326
2019
Q3 		$77K Hold
881
– – 0.03% 292
2019
Q2 		$73K Hold
881
– – 0.03% 302
2019
Q1 		$72K Hold
881
– – 0.03% 299
2018
Q4 		$65K Buy
+881
New +$66.6K 0.03% 268

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lindbrook Capital's SR Position: Q1 2025 in Review

Lindbrook Capital increased its Spire (SR) stake by 78% in Q1 2025, buying an estimated $17.3K and bringing the position to 540 shares worth $42.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

Lindbrook Capital first reported a position in SR in Q4 2018 and has held it in 26 quarters since. The position peaked at $77K in Q3 2019. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

  • Lindbrook Capital held 540 shares of Spire worth $42.3K as of Q1 2025.
  • Lindbrook Capital bought 237 Spire shares in Q1 2025, an estimated $17.3K.
  • Spire made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1076 holding.
  • Lindbrook Capital first reported a position in Spire in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Spire position peaked at $77K in Q3 2019.
  • 328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.