BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Spire SR Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’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
2026 Q3	–	Sell	-364	Closed	-$28.4K	–	2462
2026 Q2	$28.4K	Buy	364 +3	+0.8%	+$258	﹤0.01%	1143
2026 Q1	$32.7K	Buy	361 +3	+0.8%	+$263	﹤0.01%	1126
2025 Q4	$29.6K	Buy	358 +53	+17%	+$4.52K	﹤0.01%	1190
2025 Q3	$24.9K	Buy	305 +3	+1%	+$228	﹤0.01%	1175
2025 Q2	$22K	Sell	302 -47	-13%	-$3.52K	﹤0.01%	1183
2025 Q1	$27.3K	Buy	349 +54	+18%	+$3.95K	﹤0.01%	1134
2024 Q4	$20K	Buy	295 +3	+1%	+$201	﹤0.01%	1175
2024 Q3	$19.7K	Buy	+292	New	+$19K	﹤0.01%	1258

Other funds holding SR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $33.9B AUM 47.7% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s SR Position: Q3 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold out of Spire (SR) in Q3 2026, closing a stake of 364 shares — an estimated $28.4K sold.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in SR in Q3 2024 and held it in 8 quarters. The position peaked at $32.7K in Q1 2026. 332 funds tracked by Wall St. Rank hold SR as of Q3 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. reported no remaining Spire position as of Q3 2026 after selling out during the quarter.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. sold 364 Spire shares in Q3 2026, an estimated $28.4K.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Spire in Q3 2024 and held it in 8 quarters.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s Spire position peaked at $32.7K in Q1 2026.
332 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q3 2026, filed 13 Nov 2026.