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Meritage Portfolio Management’s Spire SR Stock Holding History

Meritage Portfolio 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
Q4 		– Sell
-40,079
Closed -$3.27M – 340
2025
Q3 		$3.27M Sell
40,079
-551
-1% -$41.9K 0.22% 133
2025
Q2 		$2.97M Sell
40,630
-1,079
-3% -$80.8K 0.19% 140
2025
Q1 		$3.26M Sell
41,709
-1,136
-3% -$83.1K 0.22% 132
2024
Q4 		$2.91M Sell
42,845
-3,013
-7% -$202K 0.18% 138
2024
Q3 		$3.09M Buy
+45,858
New +$2.98M 0.19% 152

Other funds holding SR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Meritage Portfolio Management's SR Position: Q4 2025 in Review

Meritage Portfolio Management sold out of Spire (SR) in Q4 2025, closing a stake of 40,079 shares — an estimated $3.27M sold.

Meritage Portfolio Management first reported a position in SR in Q3 2024 and held it in 5 quarters. The position peaked at $3.27M in Q3 2025. 366 funds tracked by Wall St. Rank hold SR as of Q4 2025.

  • Meritage Portfolio Management reported no remaining Spire position as of Q4 2025 after selling out during the quarter.
  • Meritage Portfolio Management sold 40,079 Spire shares in Q4 2025, an estimated $3.27M.
  • Meritage Portfolio Management first reported a position in Spire in Q3 2024 and held it in 5 quarters.
  • Meritage Portfolio Management's Spire position peaked at $3.27M in Q3 2025.
  • 366 funds tracked by Wall St. Rank held Spire as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.