Waldron Private Wealth’s Spire SR Stock Holding History

Waldron Private Wealth’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
2024 Q4	–	Sell	-42	Closed	-$2.83K	–	473
2024 Q3	$2.83K	Buy	+42	New	+$2.73K	﹤0.01%	486

Other funds holding SR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Waldron Private Wealth's SR Position: Q4 2024 in Review

Waldron Private Wealth sold out of Spire (SR) in Q4 2024, closing a stake of 42 shares — an estimated $2.83K sold.

Waldron Private Wealth first reported a position in SR in Q3 2024 and held it in 1 quarter. The position peaked at $2.83K in Q3 2024. 322 funds tracked by Wall St. Rank hold SR as of Q4 2024.

Waldron Private Wealth reported no remaining Spire position as of Q4 2024 after selling out during the quarter.
Waldron Private Wealth sold 42 Spire shares in Q4 2024, an estimated $2.83K.
Waldron Private Wealth first reported a position in Spire in Q3 2024 and held it in 1 quarter.
Waldron Private Wealth's Spire position peaked at $2.83K in Q3 2024.
322 funds tracked by Wall St. Rank held Spire as of Q4 2024.

Based on Waldron Private Wealth's 13F filing for Q4 2024, filed 24 Jan 2025.