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Wealthspire Advisors (New York)’s Spire SR Stock Holding History

Wealthspire Advisors (New York)’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
-246
Closed -$20.1K – 2640
2025
Q3 		$20.1K Buy
+246
New +$18.7K ﹤0.01% 1683

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 $194B AUM 35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wealthspire Advisors (New York)'s SR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Spire (SR) in Q4 2025, closing a stake of 246 shares — an estimated $20.1K sold.

Wealthspire Advisors (New York) first reported a position in SR in Q3 2025 and held it in 1 quarter. The position peaked at $20.1K in Q3 2025. 366 funds tracked by Wall St. Rank hold SR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Spire position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 246 Spire shares in Q4 2025, an estimated $20.1K.
  • Wealthspire Advisors (New York) first reported a position in Spire in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Spire position peaked at $20.1K in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Spire as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.