IF
SR icon

Intrua Financial’s Spire SR Stock Holding History

Intrua Financial’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
Q4 		– Sell
-3,399
Closed -$277K – 483
2025
Q3 		$277K Buy
3,399
+148
+5% +$11.3K 0.03% 370
2025
Q2 		$237K Sell
3,251
-758
-19% -$56.8K 0.03% 333
2025
Q1 		$314K Buy
4,009
+29
+0.7% +$2.12K 0.05% 271
2024
Q4 		$270K Buy
3,980
+460
+13% +$30.8K 0.04% 292
2024
Q3 		$237K Buy
+3,520
New +$229K 0.04% 336

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Intrua Financial's SR Position: Q4 2025 in Review

Intrua Financial sold out of Spire (SR) in Q4 2025, closing a stake of 3,399 shares — an estimated $277K sold.

Intrua Financial first reported a position in SR in Q3 2024 and held it in 5 quarters. The position peaked at $314K in Q1 2025. 366 funds tracked by Wall St. Rank hold SR as of Q4 2025.

  • Intrua Financial reported no remaining Spire position as of Q4 2025 after selling out during the quarter.
  • Intrua Financial sold 3,399 Spire shares in Q4 2025, an estimated $277K.
  • Intrua Financial first reported a position in Spire in Q3 2024 and held it in 5 quarters.
  • Intrua Financial's Spire position peaked at $314K in Q1 2025.
  • 366 funds tracked by Wall St. Rank held Spire as of Q4 2025.

Based on Intrua Financial's 13F filing for Q4 2025, filed 5 Feb 2026.