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Smith, Moore & Co’s Spire SR Stock Holding History

Smith, Moore & Co’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
2026
Q1 		$276K Sell
3,051
-284
-9% -$24.9K 0.02% 466
2025
Q4 		$276K Sell
3,335
-770
-19% -$65.7K 0.02% 430
2025
Q3 		$335K Sell
4,105
-365
-8% -$27.8K 0.03% 384
2025
Q2 		$326K Buy
4,470
+222
+5% +$16.6K 0.03% 379
2025
Q1 		$332K Sell
4,248
-154
-3% -$11.3K 0.03% 355
2024
Q4 		$299K Sell
4,402
-588
-12% -$39.4K 0.03% 370
2024
Q3 		$336K Sell
4,990
-1,682
-25% -$109K 0.03% 341
2024
Q2 		$405K Sell
6,672
-2,631
-28% -$159K 0.04% 294
2024
Q1 		$571K Sell
9,303
-1,902
-17% -$114K 0.06% 245
2023
Q4 		$699K Sell
11,205
-2,214
-16% -$132K 0.08% 207
2023
Q3 		$759K Sell
13,419
-194
-1% -$11.8K 0.1% 180
2023
Q2 		$864K Sell
13,613
-69
-0.5% -$4.63K 0.11% 169
2023
Q1 		$960K Buy
13,682
+543
+4% +$38.5K 0.13% 148
2022
Q4 		$905K Sell
13,139
-114
-0.9% -$7.76K 0.13% 152
2022
Q3 		$826K Hold
13,253
– – 0.13% 151
2022
Q2 		$986K Sell
13,253
-69
-0.5% -$5.19K 0.15% 131
2022
Q1 		$956K Buy
13,322
+490
+4% +$32.5K 0.13% 163
2021
Q4 		$837K Sell
12,832
-625
-5% -$39.5K 0.12% 181
2021
Q3 		$823K Buy
13,457
+121
+0.9% +$8.28K 0.13% 170
2021
Q2 		$964K Sell
13,336
-321
-2% -$23.9K 0.15% 147
2021
Q1 		$1.01M Sell
13,657
-203
-1% -$13.6K 0.16% 129
2020
Q4 		$888K Sell
13,860
-215
-2% -$13.1K 0.17% 122
2020
Q3 		$749K Buy
14,075
+8,962
+175% +$535K 0.16% 131
2020
Q2 		$336K Buy
5,113
+500
+11% +$35.6K 0.07% 223
2020
Q1 		$344K Buy
4,613
+88
+2% +$7.05K 0.09% 203
2019
Q4 		$377K Sell
4,525
-725
-14% -$59.4K 0.08% 221
2019
Q3 		$458K Sell
5,250
-5,834
-53% -$492K 0.1% 190
2019
Q2 		$930K Buy
11,084
+6
+0.1% +$503 0.21% 95
2019
Q1 		$912K Sell
11,078
-77
-0.7% -$6K 0.22% 92
2018
Q4 		$826K Buy
11,155
+399
+4% +$30.2K 0.22% 92
2018
Q3 		$791K Buy
10,756
+209
+2% +$15.5K 0.18% 115
2018
Q2 		$745K Sell
10,547
-237
-2% -$16.7K 0.19% 119
2018
Q1 		$780K Buy
10,784
+363
+3% +$24.7K 0.21% 102
2017
Q4 		$783K Buy
10,421
+1,615
+18% +$125K 0.21% 104
2017
Q3 		$657K Buy
8,806
+624
+8% +$46.3K 0.19% 108
2017
Q2 		$571K Buy
8,182
+161
+2% +$11.2K 0.19% 99
2017
Q1 		$541K Sell
8,021
-7,600
-49% -$495K 0.19% 99
2016
Q4 		$1.01M Buy
15,621
+259
+2% +$16.3K 0.38% 51
2016
Q3 		$979K Buy
15,362
+214
+1% +$14.3K 0.39% 49
2016
Q2 		$1.07M Buy
+15,148
New +$996K 0.44% 48
2016
Q1 		– Sell
-17,665
Closed -$1.05M – 201
2015
Q4 		$1.05M Buy
17,665
+97
+0.6% +$5.59K 0.52% 38
2015
Q3 		$958K Sell
17,568
-265
-1% -$14.1K 0.53% 32
2015
Q2 		$928K Buy
17,833
+500
+3% +$26.1K 0.47% 34
2015
Q1 		$888K Buy
17,333
+515
+3% +$27K 0.47% 39
2014
Q4 		$895K Buy
16,818
+235
+1% +$11.8K 0.48% 41
2014
Q3 		$769K Buy
16,583
+681
+4% +$32.7K 0.43% 43
2014
Q2 		$772K Buy
15,902
+235
+1% +$11K 0.47% 33
2014
Q1 		$739K Buy
15,667
+1,835
+13% +$83.4K 0.44% 44
2013
Q4 		$630K Buy
+13,832
New +$637K 0.39% 50

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
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

Smith, Moore & Co's SR Position: Q1 2026 in Review

Smith, Moore & Co reduced its Spire (SR) stake by 8.5% in Q1 2026, selling an estimated $24.9K and leaving 3,051 shares worth $276K. The position accounts for 0.02% of the portfolio, ranked #466.

Smith, Moore & Co first reported a position in SR in Q4 2013 and has held it in 49 quarters since. The position peaked at $1.07M in Q2 2016. 401 funds tracked by Wall St. Rank hold SR as of Q1 2026.

  • Smith, Moore & Co held 3,051 shares of Spire worth $276K as of Q1 2026.
  • Smith, Moore & Co sold 284 Spire shares in Q1 2026, an estimated $24.9K.
  • Spire made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #466 holding.
  • Smith, Moore & Co first reported a position in Spire in Q4 2013 and has held it in 49 quarters since.
  • Smith, Moore & Co's Spire position peaked at $1.07M in Q2 2016.
  • 401 funds tracked by Wall St. Rank held Spire as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.