RA
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Rise Advisors’s Spire SR Stock Holding History

Rise Advisors’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
-231
Closed -$18.8K – 1242
2025
Q3 		$18.8K Buy
231
+3
+1% +$228 0.01% 615
2025
Q2 		$16.6K Buy
228
+2
+0.9% +$150 0.01% 648
2025
Q1 		$17.7K Sell
226
-113
-33% -$8.26K 0.01% 576
2024
Q4 		$23K Buy
339
+4
+1% +$268 0.01% 563
2024
Q3 		$22.6K Buy
335
+4
+1% +$260 0.01% 612
2024
Q2 		$20.1K Buy
331
+4
+1% +$242 0.01% 636
2024
Q1 		$20.1K Buy
+327
New +$19.6K 0.01% 647

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
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 $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Rise Advisors's SR Position: Q4 2025 in Review

Rise Advisors sold out of Spire (SR) in Q4 2025, closing a stake of 231 shares — an estimated $18.8K sold.

Rise Advisors first reported a position in SR in Q1 2024 and held it in 7 quarters. The position peaked at $23K in Q4 2024. 366 funds tracked by Wall St. Rank hold SR as of Q4 2025.

  • Rise Advisors reported no remaining Spire position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 231 Spire shares in Q4 2025, an estimated $18.8K.
  • Rise Advisors first reported a position in Spire in Q1 2024 and held it in 7 quarters.
  • Rise Advisors's Spire position peaked at $23K in Q4 2024.
  • 366 funds tracked by Wall St. Rank held Spire as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.