Savant Capital’s Spire SR Stock Holding History

Savant Capital’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	-4,373	Closed	-$297K	–	1388
2024 Q4	$297K	Buy	4,373 +8	+0.2%	+$536	﹤0.01%	1122
2024 Q3	$294K	Buy	4,365 +47	+1%	+$3.05K	﹤0.01%	1099
2024 Q2	$262K	Buy	+4,318	New	+$261K	﹤0.01%	1033

Other funds holding SR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Savant Capital's SR Position: Q1 2025 in Review

Savant Capital sold out of Spire (SR) in Q1 2025, closing a stake of 4,373 shares — an estimated $297K sold.

Savant Capital first reported a position in SR in Q2 2024 and held it in 3 quarters. The position peaked at $297K in Q4 2024. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

Savant Capital reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
Savant Capital sold 4,373 Spire shares in Q1 2025, an estimated $297K.
Savant Capital first reported a position in Spire in Q2 2024 and held it in 3 quarters.
Savant Capital's Spire position peaked at $297K in Q4 2024.
328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on Savant Capital's 13F filing for Q1 2025, filed 8 May 2025.