Psagot Value Holdings’s Spire SR Stock Holding History

Psagot Value Holdings’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
2023 Q4	–	Sell	-3	Closed	–	–	598
2023 Q3	$0	Hold	3	–	–	﹤0.01%	610
2023 Q2	$0	Sell	3 -5	-63%	-$336	﹤0.01%	617
2023 Q1	$1K	Buy	+8	New	+$567	﹤0.01%	476

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Psagot Value Holdings's SR Position: Q4 2023 in Review

Psagot Value Holdings sold out of Spire (SR) in Q4 2023, closing a stake of 3 shares.

Psagot Value Holdings first reported a position in SR in Q1 2023 and held it in 3 quarters. The position peaked at $1K in Q1 2023. 281 funds tracked by Wall St. Rank hold SR as of Q4 2023.

Psagot Value Holdings reported no remaining Spire position as of Q4 2023 after selling out during the quarter.
Psagot Value Holdings sold 3 Spire shares in Q4 2023.
Psagot Value Holdings first reported a position in Spire in Q1 2023 and held it in 3 quarters.
Psagot Value Holdings's Spire position peaked at $1K in Q1 2023.
281 funds tracked by Wall St. Rank held Spire as of Q4 2023.

Based on Psagot Value Holdings's 13F filing for Q4 2023, filed 8 Feb 2024.