Ray Dalio
SR icon

Ray Dalio’s Spire SR Stock Holding History

Ray Dalio’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
Q4 		– Sell
-19,007
Closed -$1.55M – 1169
2025
Q3 		$1.55M Buy
+19,007
New +$1.45M 0.01% 783
2023
Q1 		– Sell
-12,139
Closed -$836K – 881
2022
Q4 		$836K Buy
12,139
+3,867
+47% +$263K ﹤0.01% 662
2022
Q3 		$516K Sell
8,272
-864
-9% -$61.8K ﹤0.01% 772
2022
Q2 		$679K Buy
9,136
+2,893
+46% +$218K ﹤0.01% 860
2022
Q1 		$448K Buy
6,243
+3,175
+103% +$210K ﹤0.01% 902
2021
Q4 		$200K Buy
+3,068
New +$194K ﹤0.01% 723

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 $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Ray Dalio's SR Position: Q4 2025 in Review

Ray Dalio sold out of Spire (SR) in Q4 2025, closing a stake of 19,007 shares — an estimated $1.55M sold.

Ray Dalio first reported a position in SR in Q4 2021 and held it in 6 quarters. The position peaked at $1.55M in Q3 2025. 366 funds tracked by Wall St. Rank hold SR as of Q4 2025.

  • Ray Dalio reported no remaining Spire position as of Q4 2025 after selling out during the quarter.
  • Ray Dalio sold 19,007 Spire shares in Q4 2025, an estimated $1.55M.
  • Ray Dalio first reported a position in Spire in Q4 2021 and held it in 6 quarters.
  • Ray Dalio's Spire position peaked at $1.55M in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Spire as of Q4 2025.

Based on Bridgewater Associates's 13F filing for Q4 2025, filed 13 Feb 2026.