Sutton Wealth Advisors’s Spire SR Stock Holding History

Sutton Wealth 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
2023 Q1	–	Sell	-8	Closed	-$551	–	1465
2022 Q4	$551	Hold	8	–	–	﹤0.01%	1466
2022 Q3	$499	Hold	8	–	–	﹤0.01%	1468
2022 Q2	$595	Hold	8	–	–	﹤0.01%	1419
2022 Q1	$574	Hold	8	–	–	﹤0.01%	1460
2021 Q4	$522	Buy	+8	New	+$506	﹤0.01%	1514
2019 Q1	–	Sell	-816	Closed	-$60.4K	–	1218
2018 Q4	$60.4K	Hold	816	–	–	0.04%	247
2018 Q3	$60K	Hold	816	–	–	0.04%	255
2018 Q2	$57.6K	Hold	816	–	–	0.04%	256
2018 Q1	$59K	Hold	816	–	–	0.04%	247
2017 Q4	$61.3K	Hold	816	–	–	0.04%	241
2017 Q3	$60.9K	Hold	816	–	–	0.05%	237
2017 Q2	$56.9K	Hold	816	–	–	0.05%	247
2017 Q1	$55.1K	Hold	816	–	–	0.05%	250
2016 Q4	$52.7K	Hold	816	–	–	0.05%	258
2016 Q3	$52K	Hold	816	–	–	0.05%	250
2016 Q2	$57.8K	Hold	816	–	–	0.05%	230
2016 Q1	$55.3K	Buy	+816	New	+$52K	0.05%	235

Other funds holding SR

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return