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Avantax Advisory Services’s Spire SR Stock Holding History

Avantax Advisory Services’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
Q2 		$279K Buy
+3,829
New +$287K ﹤0.01% 1969
2023
Q1 		– Sell
-4,021
Closed -$277K – 1538
2022
Q4 		$277K Sell
4,021
-33
-0.8% -$2.25K ﹤0.01% 1144
2022
Q3 		$253K Buy
+4,054
New +$290K ﹤0.01% 1078

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Avantax Advisory Services's SR Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Spire (SR) in Q2 2025: 3,829 shares worth $279K. The stake represents ﹤0.01% of the portfolio and ranks #1969 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in SR as recently as Q4 2022.

Avantax Advisory Services first reported a position in SR in Q3 2022 and has held it in 3 quarters since. 336 funds tracked by Wall St. Rank hold SR as of Q2 2025.

  • Avantax Advisory Services held 3,829 shares of Spire worth $279K as of Q2 2025.
  • Spire was a new Avantax Advisory Services position in Q2 2025.
  • Spire made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1969 holding.
  • Avantax Advisory Services first reported a position in Spire in Q3 2022 and has held it in 3 quarters since.
  • 336 funds tracked by Wall St. Rank held Spire as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.