Cedar Mountain Advisors
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Cedar Mountain Advisors’s Spire SR Stock Holding History

Cedar Mountain Advisors’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 		$70.6K Sell
928
-2,078
-69% -$168K 0.01% 125
2026
Q2 		$235K Buy
3,006
+26
+0.9% +$2.23K 0.04% 66
2026
Q1 		$270K Buy
2,980
+100
+3% +$8.78K 0.05% 55
2025
Q4 		$238K Buy
2,880
+28
+1% +$2.39K 0.05% 59
2025
Q3 		$232K Hold
2,852
– – 0.05% 60
2025
Q2 		$208K Hold
2,852
– – 0.04% 57
2025
Q1 		$223K Hold
2,852
– – 0.05% 54
2024
Q4 		$193K Hold
2,852
– – 0.04% 58
2024
Q3 		$192K Hold
2,852
– – 0.04% 58
2024
Q2 		$173K Hold
2,852
– – 0.04% 49
2024
Q1 		$175K Hold
2,852
– – 0.04% 49
2023
Q4 		$178K Hold
2,852
– – 0.05% 47
2023
Q3 		$161K Hold
2,852
– – 0.05% 49
2023
Q2 		$181K Hold
2,852
– – 0.05% 45
2023
Q1 		$200K Hold
2,852
– – 0.06% 42
2022
Q4 		$196K Hold
2,852
– – 0.06% 42
2022
Q3 		$178K Hold
2,852
– – 0.06% 41
2022
Q2 		$212K Hold
2,852
– – 0.07% 38
2022
Q1 		$205K Sell
2,852
-73
-2% -$4.84K 0.06% 42
2021
Q4 		$191K Hold
2,925
– – 0.06% 41
2021
Q3 		$179K Hold
2,925
– – 0.06% 42
2021
Q2 		$211K Hold
2,925
– – 0.07% 36
2021
Q1 		$216K Hold
2,925
– – 0.07% 36
2020
Q4 		$187K Sell
2,925
-170
-5% -$10.4K 0.07% 39
2020
Q3 		$165K Hold
3,095
– – 0.07% 40
2020
Q2 		$203K Hold
3,095
– – 0.09% 33
2020
Q1 		$231K Hold
3,095
– – 0.12% 28
2019
Q4 		$258K Buy
+3,095
New +$254K 0.1% 30

Other funds holding SR

Old Republic International (ORI)
Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Leeward Investments
Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return
Mutual of America Capital Management
Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Ausbil Investment Management
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Regent Peak Wealth Advisors
Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Cedar Mountain Advisors's SR Position: Q3 2026 in Review

Cedar Mountain Advisors reduced its Spire (SR) stake by 69% in Q3 2026, selling an estimated $168K and leaving 928 shares worth $70.6K. The position accounts for 0.01% of the portfolio, ranked #125.

Cedar Mountain Advisors first reported a position in SR in Q4 2019 and has held it in 28 quarters since. The position peaked at $270K in Q1 2026. 84 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • Cedar Mountain Advisors held 928 shares of Spire worth $70.6K as of Q3 2026.
  • Cedar Mountain Advisors sold 2,078 Spire shares in Q3 2026, an estimated $168K.
  • Spire made up 0.01% of Cedar Mountain Advisors's portfolio in Q3 2026, its #125 holding.
  • Cedar Mountain Advisors first reported a position in Spire in Q4 2019 and has held it in 28 quarters since.
  • Cedar Mountain Advisors's Spire position peaked at $270K in Q1 2026.
  • 84 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Cedar Mountain Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.