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Petrus Trust Company’s Spire SR Stock Holding History

Petrus Trust Company’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
-3,467
Closed -$235K – 761
2024
Q4 		$235K Sell
3,467
-6,962
-67% -$466K 0.02% 507
2024
Q3 		$702K Buy
+10,429
New +$677K 0.07% 99
2023
Q4 		– Sell
-5,458
Closed -$309K – 736
2023
Q3 		$309K Buy
+5,458
New +$331K 0.03% 379

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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

Petrus Trust Company's SR Position: Q1 2025 in Review

Petrus Trust Company sold out of Spire (SR) in Q1 2025, closing a stake of 3,467 shares — an estimated $235K sold.

Petrus Trust Company first reported a position in SR in Q3 2023 and held it in 3 quarters. The position peaked at $702K in Q3 2024. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

  • Petrus Trust Company reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
  • Petrus Trust Company sold 3,467 Spire shares in Q1 2025, an estimated $235K.
  • Petrus Trust Company first reported a position in Spire in Q3 2023 and held it in 3 quarters.
  • Petrus Trust Company's Spire position peaked at $702K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on Petrus Trust Company's 13F filing for Q1 2025, filed 15 May 2025.