Claris Advisors’s Spire SR Stock Holding History

Claris 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
2024 Q4	–	Sell	-39	Closed	-$2.63K	–	998
2024 Q3	$2.63K	Buy	+39	New	+$2.53K	﹤0.01%	312

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Claris Advisors's SR Position: Q4 2024 in Review

Claris Advisors sold out of Spire (SR) in Q4 2024, closing a stake of 39 shares — an estimated $2.63K sold.

Claris Advisors first reported a position in SR in Q3 2024 and held it in 1 quarter. The position peaked at $2.63K in Q3 2024. 322 funds tracked by Wall St. Rank hold SR as of Q4 2024.

Claris Advisors reported no remaining Spire position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 39 Spire shares in Q4 2024, an estimated $2.63K.
Claris Advisors first reported a position in Spire in Q3 2024 and held it in 1 quarter.
Claris Advisors's Spire position peaked at $2.63K in Q3 2024.
322 funds tracked by Wall St. Rank held Spire as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.