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Steward Financial Group’s Spire SR Stock Holding History

Steward Financial 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
2023
Q3 		$0 Buy
+8
New +$485 ﹤0.01% 1552
2023
Q2 		– Sell
-27
Closed -$1K – 934
2023
Q1 		$1K Buy
27
+22
+440% +$1.56K ﹤0.01% 659
2022
Q4 		$0 Buy
+5
New +$340 ﹤0.01% 793
2022
Q3 		– Sell
-17
Closed -$1K – 1149
2022
Q2 		$1K Buy
+17
New +$1.28K ﹤0.01% 865

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Steward Financial Group's SR Position: Q3 2023 in Review

Steward Financial Group opened a new position in Spire (SR) in Q3 2023: 8 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1552 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in SR as recently as Q1 2023.

Steward Financial Group first reported a position in SR in Q2 2022 and has held it in 4 quarters since. The position peaked at $1K in Q1 2023. 280 funds tracked by Wall St. Rank hold SR as of Q3 2023.

  • Steward Financial Group held 8 shares of Spire worth $0 as of Q3 2023.
  • Spire was a new Steward Financial Group position in Q3 2023.
  • Spire made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1552 holding.
  • Steward Financial Group first reported a position in Spire in Q2 2022 and has held it in 4 quarters since.
  • Steward Financial Group's Spire position peaked at $1K in Q1 2023.
  • 280 funds tracked by Wall St. Rank held Spire as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.