MCM
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Mork Capital Management’s Spire SR Stock Holding History

Mork Capital 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
-16,050
Closed -$1.09M – 122
2024
Q4 		$1.09M Hold
16,050
– – 0.72% 62
2024
Q3 		$1.08M Hold
16,050
– – 0.77% 69
2024
Q2 		$975K Hold
16,050
– – 0.76% 69
2024
Q1 		$985K Hold
16,050
– – 0.74% 75
2023
Q4 		$1M Buy
+16,050
New +$958K 0.62% 64

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American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Mork Capital Management's SR Position: Q1 2025 in Review

Mork Capital Management sold out of Spire (SR) in Q1 2025, closing a stake of 16,050 shares — an estimated $1.09M sold.

Mork Capital Management first reported a position in SR in Q4 2023 and held it in 5 quarters. The position peaked at $1.09M in Q4 2024. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

  • Mork Capital Management reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
  • Mork Capital Management sold 16,050 Spire shares in Q1 2025, an estimated $1.09M.
  • Mork Capital Management first reported a position in Spire in Q4 2023 and held it in 5 quarters.
  • Mork Capital Management's Spire position peaked at $1.09M in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on Mork Capital Management's 13F filing for Q1 2025, filed 15 May 2025.