DiNuzzo Private Wealth’s Spire SR Stock Holding History

DiNuzzo Private Wealth’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	$533	Hold	7	–	–	﹤0.01%	1079
2026 Q2	$547	Hold	7	–	–	﹤0.01%	1076
2026 Q1	$634	Hold	7	–	–	﹤0.01%	1014
2025 Q4	$579	Hold	7	–	–	﹤0.01%	1038
2025 Q3	$537	Hold	7	–	–	﹤0.01%	1071
2025 Q2	$511	Sell	7 -2	-22%	-$150	﹤0.01%	1062
2025 Q1	$705	Buy	9 +3	+50%	+$219	﹤0.01%	942
2024 Q4	$407	Hold	6	–	–	﹤0.01%	1138
2024 Q3	$404	Hold	6	–	–	﹤0.01%	1171
2024 Q2	$365	Sell	6 -1	-14%	-$60	﹤0.01%	1135
2024 Q1	$430	Buy	7 +1	+17%	+$60	﹤0.01%	1023
2023 Q4	$375	Buy	+6	New	+$358	﹤0.01%	1071

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

Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 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

Hennessy Advisors Inc Novato, California $2.66B AUM 26.6% 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

DiNuzzo Private Wealth's SR Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Spire (SR) position steady in Q3 2026 at 7 shares worth $533. The position accounts for ﹤0.01% of the portfolio, ranked #1079.

DiNuzzo Private Wealth first reported a position in SR in Q4 2023 and has held it in 12 quarters since. The position peaked at $705 in Q1 2025. 92 funds tracked by Wall St. Rank hold SR as of Q3 2026.

DiNuzzo Private Wealth held 7 shares of Spire worth $533 as of Q3 2026.
DiNuzzo Private Wealth left its Spire share count unchanged in Q3 2026.
Spire made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #1079 holding.
DiNuzzo Private Wealth first reported a position in Spire in Q4 2023 and has held it in 12 quarters since.
DiNuzzo Private Wealth's Spire position peaked at $705 in Q1 2025.
92 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.