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 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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

HAI

Hennessy Advisors Inc Novato, California $3.13B AUM 77.26% 1-Year Est. Return

VFM

Viking Fund Management Minot, North Dakota $1.12B AUM 44.65% 1-Year Est. Return

DiNuzzo Private Wealth's SR Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Spire (SR) position steady in Q2 2026 at 7 shares worth $547. The position accounts for ﹤0.01% of the portfolio, ranked #1076.

DiNuzzo Private Wealth first reported a position in SR in Q4 2023 and has held it in 11 quarters since. The position peaked at $705 in Q1 2025. 103 funds tracked by Wall St. Rank hold SR as of Q2 2026.

DiNuzzo Private Wealth held 7 shares of Spire worth $547 as of Q2 2026.
DiNuzzo Private Wealth left its Spire share count unchanged in Q2 2026.
Spire made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #1076 holding.
DiNuzzo Private Wealth first reported a position in Spire in Q4 2023 and has held it in 11 quarters since.
DiNuzzo Private Wealth's Spire position peaked at $705 in Q1 2025.
103 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.