SC
SR icon

Stephens Consulting’s Spire SR Stock Holding History

Stephens Consulting’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
Q2 		– Sell
-20
Closed -$1.56K – 1896
2025
Q1 		$1.56K Buy
+20
New +$1.46K ﹤0.01% 498
2024
Q3 		– Sell
-33
Closed -$2K – 638
2024
Q2 		$2K Buy
+33
New +$1.99K ﹤0.01% 514

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Stephens Consulting's SR Position: Q2 2025 in Review

Stephens Consulting sold out of Spire (SR) in Q2 2025, closing a stake of 20 shares — an estimated $1.56K sold.

Stephens Consulting first reported a position in SR in Q2 2024 and held it in 2 quarters. The position peaked at $2K in Q2 2024. 336 funds tracked by Wall St. Rank hold SR as of Q2 2025.

  • Stephens Consulting reported no remaining Spire position as of Q2 2025 after selling out during the quarter.
  • Stephens Consulting sold 20 Spire shares in Q2 2025, an estimated $1.56K.
  • Stephens Consulting first reported a position in Spire in Q2 2024 and held it in 2 quarters.
  • Stephens Consulting's Spire position peaked at $2K in Q2 2024.
  • 336 funds tracked by Wall St. Rank held Spire as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.