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Summit Wealth Group (Colorado)’s Spruce Power Holding Corp SPRU Stock Holding History

Summit Wealth Group (Colorado)’s Portfolio SPRU Stock Details SPRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-8,484
Closed -$643K – 450
2025
Q3 		$643K Buy
+8,484
New +$13.2K 0.1% 120

Other funds holding SPRU

SPH
Steel Partners Holdings New York $96.4M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Summit Wealth Group (Colorado)'s SPRU Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of Spruce Power Holding Corp (SPRU) in Q4 2025, closing a stake of 8,484 shares — an estimated $643K sold.

Summit Wealth Group (Colorado) first reported a position in SPRU in Q3 2025 and held it in 1 quarter. The position peaked at $643K in Q3 2025. 44 funds tracked by Wall St. Rank hold SPRU as of Q4 2025.

  • Summit Wealth Group (Colorado) reported no remaining Spruce Power Holding Corp position as of Q4 2025 after selling out during the quarter.
  • Summit Wealth Group (Colorado) sold 8,484 Spruce Power Holding Corp shares in Q4 2025, an estimated $643K.
  • Summit Wealth Group (Colorado) first reported a position in Spruce Power Holding Corp in Q3 2025 and held it in 1 quarter.
  • Summit Wealth Group (Colorado)'s Spruce Power Holding Corp position peaked at $643K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Spruce Power Holding Corp as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.