Rothwell Investment Advisors, LLC’s Spire SR Stock Holding History

Rothwell Investment Advisors, 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	$2.64K	Buy	+35	New	+$2.84K	﹤0.01%	1006

Other funds holding SR

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

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.8B AUM 33.92% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Rothwell Investment Advisors, LLC's SR Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Spire (SR) in Q3 2026: 35 shares worth $2.64K. The stake represents ﹤0.01% of the portfolio and ranks #1006 among its holdings.

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

Rothwell Investment Advisors, LLC held 35 shares of Spire worth $2.64K as of Q3 2026.
Spire was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Spire made up ﹤0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #1006 holding.
183 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.