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FLP Wealth Management’s Spire SR Stock Holding History

FLP Wealth Management’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
-100
Closed -$6.78K – 398
2024
Q4 		$6.78K Buy
+100
New +$6.7K 0.02% 277

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State Street
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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

FLP Wealth Management's SR Position: Q1 2025 in Review

FLP Wealth Management sold out of Spire (SR) in Q1 2025, closing a stake of 100 shares — an estimated $6.78K sold.

FLP Wealth Management first reported a position in SR in Q4 2024 and held it in 1 quarter. The position peaked at $6.78K in Q4 2024. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

  • FLP Wealth Management reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
  • FLP Wealth Management sold 100 Spire shares in Q1 2025, an estimated $6.78K.
  • FLP Wealth Management first reported a position in Spire in Q4 2024 and held it in 1 quarter.
  • FLP Wealth Management's Spire position peaked at $6.78K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on FLP Wealth Management's 13F filing for Q1 2025, filed 15 Jul 2025.