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Verdence Capital Advisors’s Spire SR Stock Holding History

Verdence Capital Advisors’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
-5,374
Closed -$365K – 675
2024
Q4 		$365K Buy
5,374
+47
+0.9% +$3.15K 0.03% 437
2024
Q3 		$358K Buy
5,327
+228
+4% +$14.8K 0.03% 468
2024
Q2 		$310K Buy
5,099
+76
+2% +$4.59K 0.03% 458
2024
Q1 		$308K Sell
5,023
-25
-0.5% -$1.5K 0.03% 477
2023
Q4 		$315K Buy
5,048
+60
+1% +$3.58K 0.03% 448
2023
Q3 		$282K Buy
4,988
+1,630
+49% +$98.9K 0.03% 457
2023
Q2 		$213K Sell
3,358
-293
-8% -$19.7K 0.02% 504
2023
Q1 		$256K Buy
3,651
+607
+20% +$43K 0.03% 470
2022
Q4 		$210K Buy
+3,044
New +$207K 0.03% 460
2022
Q3 		– Sell
-2,847
Closed -$212K – 544
2022
Q2 		$212K Sell
2,847
-226
-7% -$17K 0.03% 473
2022
Q1 		$221K Buy
+3,073
New +$204K 0.03% 479
2021
Q3 		– Sell
-3,001
Closed -$217K – 521
2021
Q2 		$217K Sell
3,001
-1,114
-27% -$83K 0.03% 443
2021
Q1 		$304K Buy
4,115
+363
+10% +$24.2K 0.05% 351
2020
Q4 		$240K Sell
3,752
-70
-2% -$4.27K 0.05% 347
2020
Q3 		$203K Buy
+3,822
New +$228K 0.05% 332
2020
Q2 		– Sell
-2,689
Closed -$200K – 364
2020
Q1 		$200K Buy
+2,689
New +$216K 0.06% 282

Other funds holding SR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Verdence Capital Advisors's SR Position: Q1 2025 in Review

Verdence Capital Advisors sold out of Spire (SR) in Q1 2025, closing a stake of 5,374 shares — an estimated $365K sold.

Verdence Capital Advisors first reported a position in SR in Q1 2020 and held it in 16 quarters. The position peaked at $365K in Q4 2024. 328 funds tracked by Wall St. Rank hold SR as of Q1 2025.

  • Verdence Capital Advisors reported no remaining Spire position as of Q1 2025 after selling out during the quarter.
  • Verdence Capital Advisors sold 5,374 Spire shares in Q1 2025, an estimated $365K.
  • Verdence Capital Advisors first reported a position in Spire in Q1 2020 and held it in 16 quarters.
  • Verdence Capital Advisors's Spire position peaked at $365K in Q4 2024.
  • 328 funds tracked by Wall St. Rank held Spire as of Q1 2025.

Based on Verdence Capital Advisors's 13F filing for Q1 2025, filed 2 May 2025.