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Disclosery

SR SPIRE INC

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COM (common), issuer CIK 1126956

313 managers (322 13F filers) reported a position in SR shares at 2024-12-31, 51,598,052 shares in all. 41 filers opened a position and 42 filers sold out during the quarter.

Managers
313
13F filers
322
New
41
Added
128
Reduced
88
Sold out
42
Shares held by filers
51,598,052

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
UMB Bank, n.a.4,764$323K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION…4,760$323K<0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC4,717$321K<0.01%+3213F-HRTimelineGroup
Atria Investments, Inc4,643$315K<0.01%+58313F-HRTimeline
Chesley Taft & Associates LLC4,585$311K0.01%013F-HRTimeline
Gotham Asset Management, LLC4,558$309K<0.01%+1,42213F-HRTimeline
Centiva Capital, LP4,557$309K0.01%new13F-HRTimeline
CONNABLE OFFICE INC4,494$305K0.03%-27513F-HRTimeline
MBM WEALTH CONSULTANTS, LLC4,444$304K0.09%+29513F-HRTimeline
Vestcor Inc4,445$302K0.01%new13F-HRTimeline
SMITH, MOORE & CO.4,402$299K0.03%-58813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,373$297K<0.01%+813F-HRTimelineGroup
SECURIAN ASSET MANAGEMENT, INC4,321$293K0.01%-10013F-HRTimeline
Sequoia Financial Advisors, LLC4,215$286K<0.01%+2913F-HR/ATimeline
Walleye Capital LLCin group Walleye Capital LLC4,138$281K<0.01%new13F-HRTimelineGroup
Intrua Financial, LLC3,980$270K0.04%+46013F-HRTimeline
EP Wealth Advisors, LLC3,970$269K<0.01%+70113F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC3,948$268K0.04%+2113F-HRTimeline
W.G. Shaheen & Associates DBA Whitney &…3,900$265K0.03%013F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…3,802$258K<0.01%new13F-HRTimelineGroup
Bridgefront Capital, LLC3,745$254K0.09%new13F-HRTimeline
CHOREO, LLC3,539$241K<0.01%-3513F-HRTimeline
Crossmark Global Holdings, Inc.3,562$241K<0.01%-1013F-HRTimeline
Horizon Investment Services, LLC3,524$239K0.1%+1213F-HRTimeline
AE Wealth Management LLC3,518$239K<0.01%new13F-HRTimeline
Huntleigh Advisors, Inc.3,498$237K0.05%13F-HRTimeline
MACKENZIE FINANCIAL CORP3,479$236K<0.01%013F-HR/ATimeline
Petrus Trust Company, LTA3,467$235K0.02%-6,96213F-HRTimeline
Dupree Financial Group, LLC3,391$230K0.11%013F-HRTimeline
Chicago Partners Investment Group LLC3,406$230K0.01%+27113F-HRTimeline
BTC Capital Management, Inc.in group BTC Capital Management, Inc.3,359$228K0.02%+4213F-HRTimelineGroup
Quantinno Capital Management LP3,154$214K<0.01%new13F-HRTimeline
Y-Intercept (Hong Kong) Ltd3,148$214K0.01%new13F-HRTimeline
HFR Wealth Management, LLC3,046$207K0.05%013F-HRTimeline
Cedar Mountain Advisors, LLC2,852$193K0.04%013F-HRTimeline
Transce3nd, LLC2,812$191K0.06%13F-HRTimeline
Versant Capital Management, Inc2,686$182K0.04%+5613F-HRTimeline
MAI Capital Management2,579$175K<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust2,308$157K0.02%+24113F-HRTimeline
KBC Group NVin group KBC Group NV2,307$156K<0.01%+75013F-HRTimelineGroup
SG Americas Securities, LLC2,151$146K<0.01%-14,54713F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.2,030$138K<0.01%+34613F-HRTimelineGroup
MONETARY MANAGEMENT GROUP INC1,875$127K0.03%013F-HRTimeline
Sterling Capital Management LLC1,828$124K<0.01%+1,63113F-HRTimeline
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF O…1,224$83K<0.01%013F-HRTimeline
Blue Trust, Inc.1,083$73.5K<0.01%+2613F-HR/ATimeline
Physician Wealth Advisors, Inc.1,000$67.8K0.01%new13F-HRTimeline
AlphaQuest LLC981$66.5K0.01%-27,14213F-HRTimeline
State of Wyoming774$52.5K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…771$52.3K<0.01%+113F-HRTimelineGroup
SIGNATUREFD, LLC751$50.9K<0.01%+2413F-HRTimeline
Missouri Trust & Investment Co700$47.5K0.02%-20013F-HRTimeline
Capital Advisors, Ltd. LLC627$43K0.01%+50913F-HRTimeline
R Squared Ltd541$36.7K0.04%13F-HRTimeline
Larson Financial Group LLC539$36.5K<0.01%013F-HRTimeline
Arax Advisory Partners522$35.4K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA509$34.5K<0.01%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…508$34.5K<0.01%+2813F-HRTimelineGroup
LEE DANNER & BASS INC470$31.9K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK445$30.2K<0.01%013F-HRTimelineGroup
GAMMA Investing LLC438$29.7K<0.01%+20413F-HRTimeline
Parallel Advisors, LLC434$29.5K<0.01%+9613F-HRTimeline
Hexagon Capital Partners LLC427$29K0.01%-513F-HRTimeline
LRI Investments, LLC409$27.7K<0.01%-1713F-HRTimeline
MV CAPITAL MANAGEMENT, INC.400$27.1K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC401$27K<0.01%-64013F-HRTimelineGroup
Golden State Wealth Management, LLC394$26.7K<0.01%13F-HRTimeline
QUADRANT CAPITAL GROUP LLC353$23.9K<0.01%-3613F-HRTimeline
Smartleaf Asset Management LLC343$23.1K<0.01%+15413F-HRTimeline
Rise Advisors, LLC339$23K0.01%+413F-HRTimeline
Steward Partners Investment Advisory, L…337$22.9K<0.01%013F-HRTimeline
Lindbrook Capital, LLC303$20.6K<0.01%+16013F-HRTimeline
MassMutual Private Wealth & Trust, FSB280$19K<0.01%+1913F-HRTimeline
SOA Wealth Advisors, LLC.254$17.2K<0.01%+313F-HR/ATimeline
HOLLENCREST CAPITAL MANAGEMENT192$13K<0.01%013F-HRTimeline
Global Retirement Partners, LLC164$11.1K<0.01%+413F-HRTimeline
Covestor Ltd163$11K0.01%-513F-HRTimeline
Farther Finance Advisors, LLC144$9.77K<0.01%-1913F-HRTimeline
SIERRA OCEAN, LLC134$9.09K0.01%13F-HRTimeline
Private Wealth Management Group, LLC128$8.68K<0.01%013F-HRTimeline
North Star Investment Management Corp.104$7.05K<0.01%013F-HRTimeline
Hemington Wealth Management107$7K<0.01%+1113F-HRTimeline
FLP Wealth Management, LLC100$6.78K0.02%13F-HRTimeline
Wilmington Savings Fund Society, FSB93$6.31K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.81$5.49K<0.01%+1813F-HRTimeline
NewEdge Advisors, LLC78$5.29K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV75$5.09K<0.01%013F-HRTimeline
High Note Wealth, LLC66$4.48K<0.01%new13F-HRTimeline
CURIO WEALTH, LLC66$4.48K<0.01%13F-HRTimeline
IFP Advisors, Inc61$4.14K<0.01%+1213F-HRTimeline
Bell Investment Advisors, Inc57$3.87K<0.01%-813F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors55$3.73K<0.01%new13F-HRTimelineGroup
Mitsubishi UFJ Asset Management Co., Lt…in group Mitsubishi UFJ Trust & Bankin…51$3.5K<0.01%013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC50$3.39K<0.01%+1013F-HRTimeline
Allworth Financial LP47$3.27K<0.01%+713F-HRTimeline
Brooklyn Investment Group45$3.05K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC42$2.85K<0.01%new13F-HRTimelineGroup
Geneos Wealth Management Inc.40$2.71K<0.01%-1,26213F-HRTimeline
Robinswood Financial LLC33$2.24K<0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC29$1.97K<0.01%+613F-HRTimeline
Bayforest Capital Ltd25$1.7K<0.01%13F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…22$1.49K<0.01%013F-HRTimelineGroup
PICTON MAHONEY ASSET MANAGEMENT17$1K<0.01%013F-HR/ATimeline
Cassady Schiller Wealth Management, LLC8$543<0.01%new13F-HRTimeline
Avior Wealth Management, LLC8$542<0.01%013F-HRTimeline
SJS Investment Consulting Inc.7$475<0.01%+113F-HRTimeline
WPG Advisers, LLC7$475<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…6$417<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.6$407<0.01%013F-HRTimeline
Global Financial Private Client, LLC2$136<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.1$68<0.01%13F-HRTimeline
Parkworth Wealth Management, Inc.1$68<0.01%13F-HRTimeline
Capital A Wealth Management, LLC1$68<0.01%13F-HRTimeline