Superior Planning, LLC’s Spire SR Stock Holding History

Superior Planning, LLC’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	$4.34K	Buy	+57	New	+$4.62K	﹤0.01%	1256

Other funds holding SR

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

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

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

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $67.2B AUM 18.61% 1-Year Est. Return

Vaughan Nelson Investment Management Houston, Texas $9.7B AUM 39.07% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Superior Planning, LLC's SR Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Spire (SR) in Q3 2026: 57 shares worth $4.34K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings.

273 funds tracked by Wall St. Rank hold SR as of Q3 2026.

Superior Planning, LLC held 57 shares of Spire worth $4.34K as of Q3 2026.
Spire was a new Superior Planning, LLC position in Q3 2026.
Spire made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1256 holding.
273 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.