OQS
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Occudo Quantitative Strategies’s Spire SR Stock Holding History

Occudo Quantitative Strategies’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
-4,018
Closed -$293K – 858
2025
Q2 		$293K Buy
+4,018
New +$301K 0.03% 470
2025
Q1 		– Sell
-5,851
Closed -$397K – 900
2024
Q4 		$397K Buy
+5,851
New +$392K 0.07% 365
2023
Q2 		– Sell
-13,462
Closed -$944K – 1271
2023
Q1 		$944K Buy
13,462
+9,137
+211% +$648K 0.09% 335
2022
Q4 		$298K Buy
+4,325
New +$294K 0.03% 664
2021
Q3 		– Sell
-3,153
Closed -$228K – 1142
2021
Q2 		$228K Buy
+3,153
New +$235K 0.03% 695

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
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

Occudo Quantitative Strategies's SR Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Spire (SR) in Q3 2025, closing a stake of 4,018 shares — an estimated $293K sold.

Occudo Quantitative Strategies first reported a position in SR in Q2 2021 and held it in 5 quarters. The position peaked at $944K in Q1 2023. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 4,018 Spire shares in Q3 2025, an estimated $293K.
  • Occudo Quantitative Strategies first reported a position in Spire in Q2 2021 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Spire position peaked at $944K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.