LRI Investments’s Spire SR Stock Holding History

LRI Investments’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 Q2	$19.2K	Buy	246 +3	+1%	+$258	﹤0.01%	776
2026 Q1	$22K	Buy	243 +20	+9%	+$1.75K	﹤0.01%	672
2025 Q4	$18.4K	Sell	223 -21	-9%	-$1.79K	﹤0.01%	726
2025 Q3	$19.9K	Hold	244	–	–	﹤0.01%	722
2025 Q2	$17.8K	Sell	244 -58	-19%	-$4.34K	﹤0.01%	731
2025 Q1	$23.6K	Sell	302 -107	-26%	-$7.83K	﹤0.01%	645
2024 Q4	$27.7K	Sell	409 -17	-4%	-$1.14K	﹤0.01%	616
2024 Q3	$28.1K	Sell	426 -140	-25%	-$9.09K	﹤0.01%	598
2024 Q2	$34.4K	Buy	+566	New	+$34.2K	﹤0.01%	525

Other funds holding SR

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Leeward Investments Boston, Massachusetts $2.2B AUM 46.08% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

LRI Investments's SR Position: Q2 2026 in Review

LRI Investments increased its Spire (SR) stake by 1.2% in Q2 2026, buying an estimated $258 and bringing the position to 246 shares worth $19.2K. The position accounts for ﹤0.01% of the portfolio, ranked #776.

LRI Investments first reported a position in SR in Q2 2024 and has held it in 9 quarters since. The position peaked at $34.4K in Q2 2024. 121 funds tracked by Wall St. Rank hold SR as of Q2 2026.

LRI Investments held 246 shares of Spire worth $19.2K as of Q2 2026.
LRI Investments bought 3 Spire shares in Q2 2026, an estimated $258.
Spire made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #776 holding.
LRI Investments first reported a position in Spire in Q2 2024 and has held it in 9 quarters since.
LRI Investments's Spire position peaked at $34.4K in Q2 2024.
121 funds tracked by Wall St. Rank held Spire as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.