Monetary Management Group’s Spire SR Stock Holding History

Monetary Management Group’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	$147K	Hold	1,625	–	–	0.04%	213
2025 Q4	$134K	Hold	1,625	–	–	0.03%	216
2025 Q3	$132K	Sell	1,625 -250	-13%	-$19K	0.03%	216
2025 Q2	$137K	Hold	1,875	–	–	0.03%	217
2025 Q1	$147K	Hold	1,875	–	–	0.04%	214
2024 Q4	$127K	Hold	1,875	–	–	0.03%	222
2024 Q3	$126K	Hold	1,875	–	–	0.03%	223
2024 Q2	$114K	Hold	1,875	–	–	0.03%	223
2024 Q1	$115K	Sell	1,875 -250	-12%	-$14.9K	0.03%	222
2023 Q4	$132K	Hold	2,125	–	–	0.04%	206
2023 Q3	$120K	Hold	2,125	–	–	0.04%	211
2023 Q2	$135K	Sell	2,125 -350	-14%	-$23.5K	0.04%	207
2023 Q1	$174K	Hold	2,475	–	–	0.05%	195
2022 Q4	$170K	Hold	2,475	–	–	0.05%	198
2022 Q3	$154K	Hold	2,475	–	–	0.05%	197
2022 Q2	$184K	Hold	2,475	–	–	0.06%	185
2022 Q1	$178K	Hold	2,475	–	–	0.05%	198
2021 Q4	$161K	Hold	2,475	–	–	0.04%	201
2021 Q3	$151K	Buy	2,475 +500	+25%	+$34.2K	0.04%	205
2021 Q2	$143K	Hold	1,975	–	–	0.04%	196
2021 Q1	$146K	Hold	1,975	–	–	0.05%	190
2020 Q4	$126K	Sell	1,975 -350	-15%	-$21.3K	0.04%	190
2020 Q3	$124K	Hold	2,325	–	–	0.04%	181
2020 Q2	$153K	Hold	2,325	–	–	0.06%	160
2020 Q1	$173K	Hold	2,325	–	–	0.08%	146
2019 Q4	$194K	Sell	2,325 -125	-5%	-$10.2K	0.07%	160
2019 Q3	$214K	Hold	2,450	–	–	0.08%	156
2019 Q2	$206K	Hold	2,450	–	–	0.08%	158
2019 Q1	$202K	Hold	2,450	–	–	0.08%	157
2018 Q4	$181K	Hold	2,450	–	–	0.08%	151
2018 Q3	$180K	Hold	2,450	–	–	0.07%	155
2018 Q2	$173K	Sell	2,450 -600	-20%	-$42.3K	0.07%	159
2018 Q1	$221K	Hold	3,050	–	–	0.09%	142
2017 Q4	$229K	Hold	3,050	–	–	0.09%	145
2017 Q3	$228K	Hold	3,050	–	–	0.1%	146
2017 Q2	$213K	Hold	3,050	–	–	0.09%	154
2017 Q1	$206K	Hold	3,050	–	–	0.09%	147
2016 Q4	$197K	Sell	3,050 -1,700	-36%	-$107K	0.09%	142
2016 Q3	$303K	Hold	4,750	–	–	0.14%	122
2016 Q2	$336K	Hold	4,750	–	–	0.16%	115
2016 Q1	$322K	Sell	4,750 -1,050	-18%	-$66.9K	0.16%	111
2015 Q4	$345K	Sell	5,800 -208	-3%	-$12K	0.17%	111
2015 Q3	$328K	Hold	6,008	–	–	0.16%	115
2015 Q2	$313K	Sell	6,008 -5,750	-49%	-$300K	0.14%	125
2015 Q1	$602K	Buy	11,758 +1,700	+17%	+$89.2K	0.27%	92
2014 Q4	$535K	Sell	10,058 -50	-0.5%	-$2.52K	0.24%	95
2014 Q3	$469K	Buy	10,108 +300	+3%	+$14.4K	0.22%	106
2014 Q2	$476K	Buy	9,808 +200	+2%	+$9.35K	0.22%	100
2014 Q1	$453K	Hold	9,608	–	–	0.21%	107
2013 Q4	$438K	Buy	9,608 +2,008	+26%	+$92.4K	0.2%	105
2013 Q3	$342K	Sell	7,600 -1,700	-18%	-$76.8K	0.18%	116
2013 Q2	$424K	Buy	+9,300	New	+$423K	0.23%	109

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

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

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

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

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

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

Monetary Management Group's SR Position: Q1 2026 in Review

Monetary Management Group held its Spire (SR) position steady in Q1 2026 at 1,625 shares worth $147K. The position accounts for 0.04% of the portfolio, ranked #213.

Monetary Management Group first reported a position in SR in Q2 2013 and has held it in 52 quarters since. The position peaked at $602K in Q1 2015. 400 funds tracked by Wall St. Rank hold SR as of Q1 2026.

Monetary Management Group held 1,625 shares of Spire worth $147K as of Q1 2026.
Monetary Management Group left its Spire share count unchanged in Q1 2026.
Spire made up 0.04% of Monetary Management Group's portfolio in Q1 2026, its #213 holding.
Monetary Management Group first reported a position in Spire in Q2 2013 and has held it in 52 quarters since.
Monetary Management Group's Spire position peaked at $602K in Q1 2015.
400 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Monetary Management Group's 13F filing for Q1 2026, filed 13 May 2026.