SW
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SVB Wealth’s Spire SR Stock Holding History

SVB Wealth’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
-61
Closed -$4.77K – 1472
2025
Q1 		$4.77K Buy
+61
New +$4.46K ﹤0.01% 1038
2020
Q2 		– Sell
-3,535
Closed -$263K – 675
2020
Q1 		$263K Sell
3,535
-3,635
-51% -$291K 0.01% 411
2019
Q4 		$597K Sell
7,170
-4,271
-37% -$350K 0.01% 380
2019
Q3 		$998K Sell
11,441
-1,040
-8% -$87.6K 0.02% 274
2019
Q2 		$1.05M Sell
12,481
-823
-6% -$69K 0.04% 272
2019
Q1 		$1.09M Buy
13,304
+76
+0.6% +$5.93K 0.04% 216
2018
Q4 		$980K Buy
13,228
+2,333
+21% +$176K 0.04% 221
2018
Q3 		$801K Sell
10,895
-204
-2% -$15.1K 0.03% 278
2018
Q2 		$784K Sell
11,099
-245
-2% -$17.3K 0.03% 280
2018
Q1 		$820K Buy
11,344
+1,093
+11% +$74.5K 0.03% 286
2017
Q4 		$770K Buy
10,251
+221
+2% +$17.1K 0.03% 296
2017
Q3 		$749K Sell
10,030
-1,872
-16% -$139K 0.03% 296
2017
Q2 		$830K Buy
11,902
+1,086
+10% +$75.9K 0.03% 285
2017
Q1 		$730K Buy
10,816
+992
+10% +$64.6K 0.03% 296
2016
Q4 		$634K Buy
9,824
+1,820
+23% +$114K 0.03% 312
2016
Q3 		$510K Buy
8,004
+2,515
+46% +$168K 0.02% 335
2016
Q2 		$389K Buy
5,489
+1,755
+47% +$115K 0.02% 389
2016
Q1 		$253K Buy
+3,734
New +$238K 0.01% 456

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

SVB Wealth's SR Position: Q2 2025 in Review

SVB Wealth sold out of Spire (SR) in Q2 2025, closing a stake of 61 shares — an estimated $4.77K sold.

SVB Wealth first reported a position in SR in Q1 2016 and held it in 18 quarters. The position peaked at $1.09M in Q1 2019. 336 funds tracked by Wall St. Rank hold SR as of Q2 2025.

  • SVB Wealth reported no remaining Spire position as of Q2 2025 after selling out during the quarter.
  • SVB Wealth sold 61 Spire shares in Q2 2025, an estimated $4.77K.
  • SVB Wealth first reported a position in Spire in Q1 2016 and held it in 18 quarters.
  • SVB Wealth's Spire position peaked at $1.09M in Q1 2019.
  • 336 funds tracked by Wall St. Rank held Spire as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.