Detalus Advisors’s Spire SR Stock Holding History

Detalus 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	$478K	Buy	6,277 +41	+0.7%	+$3.32K	0.09%	109
2026 Q2	$487K	Buy	6,236 +36	+0.6%	+$3.09K	0.09%	104
2026 Q1	$561K	Buy	6,200 +142	+2%	+$12.5K	0.13%	85
2025 Q4	$501K	Buy	6,058 +336	+6%	+$28.6K	0.12%	94
2025 Q3	$466K	Buy	5,722 +40	+0.7%	+$3.04K	0.12%	95
2025 Q2	$415K	Buy	5,682 +77	+1%	+$5.77K	0.12%	107
2025 Q1	$439K	Buy	5,605 +42	+0.8%	+$3.07K	0.14%	89
2024 Q4	$377K	Buy	5,563 +41	+0.7%	+$2.75K	0.12%	96
2024 Q3	$372K	Buy	+5,522	New	+$359K	0.12%	97

Other funds holding SR

Old Republic International (ORI) Chicago, Illinois $2.24B AUM 20.05% 1-Year Est. Return

Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $1.98B AUM 28.98% 1-Year Est. Return

Mutual of America Capital Management New York $10.1B AUM 33.74% 1-Year Est. Return

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return

Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Regent Peak Wealth Advisors Atlanta, Georgia $577M AUM 20.1% 1-Year Est. Return

Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return

Detalus Advisors's SR Position: Q3 2026 in Review

Detalus Advisors increased its Spire (SR) stake by 0.66% in Q3 2026, buying an estimated $3.32K and bringing the position to 6,277 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #109.

Detalus Advisors first reported a position in SR in Q3 2024 and has held it in 9 quarters since. The position peaked at $561K in Q1 2026. 70 funds tracked by Wall St. Rank hold SR as of Q3 2026.

Detalus Advisors held 6,277 shares of Spire worth $478K as of Q3 2026.
Detalus Advisors bought 41 Spire shares in Q3 2026, an estimated $3.32K.
Spire made up 0.09% of Detalus Advisors's portfolio in Q3 2026, its #109 holding.
Detalus Advisors first reported a position in Spire in Q3 2024 and has held it in 9 quarters since.
Detalus Advisors's Spire position peaked at $561K in Q1 2026.
70 funds tracked by Wall St. Rank held Spire as of Q3 2026.

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