TWD
SR icon

True Wealth Design’s Spire SR Stock Holding History

True Wealth Design’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
Q4 		– Sell
-1
Closed -$82 – 2796
2025
Q3 		$82 Hold
1
– – ﹤0.01% 2490
2025
Q2 		$73 Hold
1
– – ﹤0.01% 2314
2025
Q1 		$79 Buy
+1
New +$73 ﹤0.01% 2278
2024
Q4 		– Sell
-57
Closed -$3.84K – 1505
2024
Q3 		$3.84K Buy
+57
New +$3.7K ﹤0.01% 627

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

True Wealth Design's SR Position: Q4 2025 in Review

True Wealth Design sold out of Spire (SR) in Q4 2025, closing a stake of 1 share — an estimated $82 sold.

True Wealth Design first reported a position in SR in Q3 2024 and held it in 4 quarters. The position peaked at $3.84K in Q3 2024. 366 funds tracked by Wall St. Rank hold SR as of Q4 2025.

  • True Wealth Design reported no remaining Spire position as of Q4 2025 after selling out during the quarter.
  • True Wealth Design sold 1 Spire share in Q4 2025, an estimated $82.
  • True Wealth Design first reported a position in Spire in Q3 2024 and held it in 4 quarters.
  • True Wealth Design's Spire position peaked at $3.84K in Q3 2024.
  • 366 funds tracked by Wall St. Rank held Spire as of Q4 2025.

Based on True Wealth Design's 13F filing for Q4 2025, filed 8 Jan 2026.