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Zeke Capital Advisors’s Spire SR Stock Holding History

Zeke Capital Advisors’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
2022
Q4 		$264K Sell
3,838
-280
-7% -$19.1K 0.02% 368
2022
Q3 		$257K Hold
4,118
– – 0.02% 353
2022
Q2 		$306K Buy
4,118
+304
+8% +$22.9K 0.02% 319
2022
Q1 		$274K Sell
3,814
-239
-6% -$15.8K 0.01% 395
2021
Q4 		$264K Buy
+4,053
New +$256K 0.02% 249
2018
Q3 		– Sell
-4,413
Closed -$312K – 737
2018
Q2 		$312K Hold
4,413
– – 0.03% 391
2018
Q1 		$319K Buy
4,413
+1,392
+46% +$94.9K 0.03% 423
2017
Q4 		$227K Buy
+3,021
New +$234K 0.02% 470

Other funds holding SR

American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
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
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Zeke Capital Advisors's SR Position: Q4 2022 in Review

Zeke Capital Advisors reduced its Spire (SR) stake by 6.8% in Q4 2022, selling an estimated $19.1K and leaving 3,838 shares worth $264K. The position accounts for 0.02% of the portfolio, ranked #368.

Zeke Capital Advisors first reported a position in SR in Q4 2017 and has held it in 8 quarters since. The position peaked at $319K in Q1 2018. 288 funds tracked by Wall St. Rank hold SR as of Q4 2022.

  • Zeke Capital Advisors held 3,838 shares of Spire worth $264K as of Q4 2022.
  • Zeke Capital Advisors sold 280 Spire shares in Q4 2022, an estimated $19.1K.
  • Spire made up 0.02% of Zeke Capital Advisors's portfolio in Q4 2022, its #368 holding.
  • Zeke Capital Advisors first reported a position in Spire in Q4 2017 and has held it in 8 quarters since.
  • Zeke Capital Advisors's Spire position peaked at $319K in Q1 2018.
  • 288 funds tracked by Wall St. Rank held Spire as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.