Lido Advisors
SR icon

Lido Advisors’s Spire SR Stock Holding History

Lido 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
Q2 		– Sell
-17,794
Closed -$1.41M – 1748
2025
Q1 		$1.41M Buy
17,794
+29
+0.2% +$2.12K 0.01% 639
2024
Q4 		$1.22M Sell
17,765
-128
-0.7% -$8.58K 0.01% 686
2024
Q3 		$1.2M Buy
+17,893
New +$1.16M 0.01% 636

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return

Lido Advisors's SR Position: Q2 2025 in Review

Lido Advisors sold out of Spire (SR) in Q2 2025, closing a stake of 17,794 shares — an estimated $1.41M sold.

Lido Advisors first reported a position in SR in Q3 2024 and held it in 3 quarters. The position peaked at $1.41M in Q1 2025. 336 funds tracked by Wall St. Rank hold SR as of Q2 2025.

  • Lido Advisors reported no remaining Spire position as of Q2 2025 after selling out during the quarter.
  • Lido Advisors sold 17,794 Spire shares in Q2 2025, an estimated $1.41M.
  • Lido Advisors first reported a position in Spire in Q3 2024 and held it in 3 quarters.
  • Lido Advisors's Spire position peaked at $1.41M in Q1 2025.
  • 336 funds tracked by Wall St. Rank held Spire as of Q2 2025.

Based on Lido Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.