Retirement Group’s Spire SR Stock Holding History

Retirement 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
2024 Q1	$23.7K	Hold	386	–	–	0.01%	337
2023 Q4	$24.1K	Buy	386 +381	+7,620%	+$22.7K	0.01%	316
2023 Q3	$283	Hold	5	–	–	﹤0.01%	719
2023 Q2	$317	Hold	5	–	–	﹤0.01%	749
2023 Q1	$0	Sell	5 -5	-50%	-$355	﹤0.01%	750
2022 Q4	$1K	Sell	10 -850	-99%	-$57.8K	﹤0.01%	602
2022 Q3	$54K	Sell	860 -860	-50%	-$61.5K	0.04%	115
2022 Q2	$128K	Hold	1,720	–	–	0.05%	131
2022 Q1	$123K	Buy	1,720 +860	+100%	+$57K	0.05%	149
2021 Q4	$56K	Hold	860	–	–	0.02%	218
2021 Q3	$53K	Hold	860	–	–	0.02%	220
2021 Q2	$62K	Hold	860	–	–	0.03%	216
2021 Q1	$64K	Hold	860	–	–	0.03%	244
2020 Q4	$55K	Hold	860	–	–	0.03%	252
2020 Q3	$46K	Hold	860	–	–	0.03%	256
2020 Q2	$57K	Buy	+860	New	+$61.3K	0.04%	223
2019 Q4	$72K	Buy	+860	New	+$70.4K	0.05%	194

Other funds holding SR

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

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Retirement Group's SR Position: Q1 2024 in Review

Retirement Group held its Spire (SR) position steady in Q1 2024 at 386 shares worth $23.7K. The position accounts for 0.01% of the portfolio, ranked #337.

Retirement Group first reported a position in SR in Q4 2019 and has held it in 17 quarters since. The position peaked at $128K in Q2 2022. 279 funds tracked by Wall St. Rank hold SR as of Q1 2024.

Retirement Group held 386 shares of Spire worth $23.7K as of Q1 2024.
Retirement Group left its Spire share count unchanged in Q1 2024.
Spire made up 0.01% of Retirement Group's portfolio in Q1 2024, its #337 holding.
Retirement Group first reported a position in Spire in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Spire position peaked at $128K in Q2 2022.
279 funds tracked by Wall St. Rank held Spire as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.