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Wilmington Savings Fund Society’s Spire SR Stock Holding History

Wilmington Savings Fund Society’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
Q3 		– Sell
-102
Closed -$7.45K – 1971
2025
Q2 		$7.45K Buy
102
+9
+10% +$674 ﹤0.01% 1693
2025
Q1 		$7.28K Hold
93
– – ﹤0.01% 1713
2024
Q4 		$6.31K Hold
93
– – ﹤0.01% 1762
2024
Q3 		$6.26K Buy
+93
New +$6.04K ﹤0.01% 1741

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Wilmington Savings Fund Society's SR Position: Q3 2025 in Review

Wilmington Savings Fund Society sold out of Spire (SR) in Q3 2025, closing a stake of 102 shares — an estimated $7.45K sold.

Wilmington Savings Fund Society first reported a position in SR in Q3 2024 and held it in 4 quarters. The position peaked at $7.45K in Q2 2025. 339 funds tracked by Wall St. Rank hold SR as of Q3 2025.

  • Wilmington Savings Fund Society reported no remaining Spire position as of Q3 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 102 Spire shares in Q3 2025, an estimated $7.45K.
  • Wilmington Savings Fund Society first reported a position in Spire in Q3 2024 and held it in 4 quarters.
  • Wilmington Savings Fund Society's Spire position peaked at $7.45K in Q2 2025.
  • 339 funds tracked by Wall St. Rank held Spire as of Q3 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q3 2025, filed 28 Oct 2025.