AWM
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Avior Wealth Management’s Spire SR Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-8
Closed -$542 – 2108
2024
Q4 		$542 Hold
8
– – ﹤0.01% 2278
2024
Q3 		$538 Hold
8
– – ﹤0.01% 2164
2024
Q2 		$485 Sell
8
-11
-58% -$665 ﹤0.01% 2123
2024
Q1 		$1.17K Buy
+19
New +$1.14K ﹤0.01% 2376

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Avior Wealth Management's SR Position: Q1 2025 in Review

Avior Wealth Management sold out of Spire (SR) in Q1 2025, closing a stake of 8 shares — an estimated $542 sold.

Avior Wealth Management first reported a position in SR in Q1 2024 and held it in 4 quarters. The position peaked at $1.17K in Q1 2024. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

  • Avior Wealth Management reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 8 Spire shares in Q1 2025, an estimated $542.
  • Avior Wealth Management first reported a position in Spire in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Spire position peaked at $1.17K in Q1 2024.
  • 328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.