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MorganRosel Wealth Management’s Spire SR Stock Holding History

MorganRosel 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
-150
Closed -$10.9K – 317
2025
Q2 		$10.9K Hold
150
– – ﹤0.01% 253
2025
Q1 		$11.7K Buy
+150
New +$11K ﹤0.01% 238

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

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

MorganRosel Wealth Management sold out of Spire (SR) in Q3 2025, closing a stake of 150 shares — an estimated $10.9K sold.

MorganRosel Wealth Management first reported a position in SR in Q1 2025 and held it in 2 quarters. The position peaked at $11.7K in Q1 2025. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 150 Spire shares in Q3 2025, an estimated $10.9K.
  • MorganRosel Wealth Management first reported a position in Spire in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Spire position peaked at $11.7K in Q1 2025.
  • 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.