FHA
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First Horizon Advisors’s Spire SR Stock Holding History

First Horizon 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
2025
Q1 		– Sell
-81
Closed -$5.49K – 2381
2024
Q4 		$5.49K Buy
81
+18
+29% +$1.21K ﹤0.01% 1779
2024
Q3 		$4.24K Hold
63
– – ﹤0.01% 1850
2024
Q2 		$3.83K Buy
+63
New +$3.81K ﹤0.01% 1819
2017
Q3 		– Sell
-104
Closed -$7K – 1424
2017
Q2 		$7K Buy
104
+1
+1% +$70 ﹤0.01% 1086
2017
Q1 		$7K Buy
+103
New +$6.7K ﹤0.01% 1132
2016
Q3 		– Sell
-217
Closed -$15K – 1496
2016
Q2 		$15K Hold
217
– – ﹤0.01% 844
2016
Q1 		$15K Hold
217
– – ﹤0.01% 887
2015
Q4 		$13K Hold
217
– – ﹤0.01% 868
2015
Q3 		$12K Sell
217
-57
-21% -$3.03K ﹤0.01% 944
2015
Q2 		$14K Sell
274
-37
-12% -$1.93K ﹤0.01% 940
2015
Q1 		$15K Buy
311
+37
+14% +$1.94K ﹤0.01% 927
2014
Q4 		$14K Buy
274
+47
+21% +$2.36K ﹤0.01% 944
2014
Q3 		$10K Buy
227
+61
+37% +$2.93K ﹤0.01% 1072
2014
Q2 		$7K Buy
+166
New +$7.76K ﹤0.01% 1143

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

First Horizon Advisors's SR Position: Q1 2025 in Review

First Horizon Advisors sold out of Spire (SR) in Q1 2025, closing a stake of 81 shares — an estimated $5.49K sold.

First Horizon Advisors first reported a position in SR in Q2 2014 and held it in 14 quarters. The position peaked at $15K in Q2 2016. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

  • First Horizon Advisors reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
  • First Horizon Advisors sold 81 Spire shares in Q1 2025, an estimated $5.49K.
  • First Horizon Advisors first reported a position in Spire in Q2 2014 and held it in 14 quarters.
  • First Horizon Advisors's Spire position peaked at $15K in Q2 2016.
  • 328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on First Horizon Advisors's 13F filing for Q1 2025, filed 28 Apr 2025.