FFA
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Farther Finance Advisors’s Spire SR Stock Holding History

Farther Finance 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 		$57.4K Sell
755
-168
-18% -$13.6K ﹤0.01% 3289
2026
Q2 		$72.3K Sell
923
-177
-16% -$15.2K ﹤0.01% 2955
2026
Q1 		$100K Buy
1,100
+16
+1% +$1.4K ﹤0.01% 2506
2025
Q4 		$89.7K Buy
1,084
+87
+9% +$7.42K ﹤0.01% 2411
2025
Q3 		$81.3K Buy
997
+732
+276% +$55.7K ﹤0.01% 2162
2025
Q2 		$19.3K Buy
265
+152
+135% +$11.4K ﹤0.01% 2691
2025
Q1 		$8.9K Sell
113
-31
-22% -$2.27K ﹤0.01% 2797
2024
Q4 		$9.77K Sell
144
-19
-12% -$1.27K ﹤0.01% 2393
2024
Q3 		$11K Buy
163
+2
+1% +$130 ﹤0.01% 2330
2024
Q2 		$9.71K Buy
161
+67
+71% +$4.05K ﹤0.01% 2096
2024
Q1 		$5.73K Sell
94
-88
-48% -$5.26K ﹤0.01% 2005
2023
Q4 		$11.3K Sell
182
-13
-7% -$776 ﹤0.01% 1558
2023
Q3 		$11K Buy
195
+13
+7% +$788 ﹤0.01% 1259
2023
Q2 		$11.5K Sell
182
-4
-2% -$268 ﹤0.01% 1150
2023
Q1 		$13K Hold
186
– – ﹤0.01% 1029
2022
Q4 		$12.8K Buy
+186
New +$12.7K 0.01% 867

Other funds holding SR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
BTC
Bank & Trust Company Litchfield, Illinois $159M AUM 30.15% 1-Year Est. Return
DFG
Dupree Financial Group Lexington, Kentucky $277M AUM 22.51% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MGI
Miller Global Investments Dallas, Texas $124M AUM 25.7% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

Farther Finance Advisors's SR Position: Q3 2026 in Review

Farther Finance Advisors reduced its Spire (SR) stake by 18% in Q3 2026, selling an estimated $13.6K and leaving 755 shares worth $57.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3289.

Farther Finance Advisors first reported a position in SR in Q4 2022 and has held it in 16 quarters since. The position peaked at $100K in Q1 2026. 10 funds tracked by Wall St. Rank hold SR as of Q3 2026.

  • Farther Finance Advisors held 755 shares of Spire worth $57.4K as of Q3 2026.
  • Farther Finance Advisors sold 168 Spire shares in Q3 2026, an estimated $13.6K.
  • Spire made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3289 holding.
  • Farther Finance Advisors first reported a position in Spire in Q4 2022 and has held it in 16 quarters since.
  • Farther Finance Advisors's Spire position peaked at $100K in Q1 2026.
  • 10 funds tracked by Wall St. Rank held Spire as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.