Cassady Schiller Wealth Management’s Spire SR Stock Holding History

Cassady Schiller 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
2024 Q4	$543	Buy	+8	New	+$536	﹤0.01%	948

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's SR Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Spire (SR) in Q4 2024: 8 shares worth $543. The stake represents ﹤0.01% of the portfolio and ranks #948 among its holdings.

322 funds tracked by Wall St. Rank hold SR as of Q4 2024.

Cassady Schiller Wealth Management held 8 shares of Spire worth $543 as of Q4 2024.
Spire was a new Cassady Schiller Wealth Management position in Q4 2024.
Spire made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #948 holding.
322 funds tracked by Wall St. Rank held Spire as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.