Filing Research | SR - SPIRE INC Institutional Holdings

Snapshot holdings

50 / 75 loaded

#		Instrument	quantity
1	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P.	Shares	1.1MSH	$82.1M
2	River Road Asset Management, LLC	Shares	993.1KSH	$77.6M
3	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	207.6KSH	$16.2M
4	EXCHANGE TRADED CONCEPTS, LLC	Shares	121.7KSH	$9.5M
5	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	93.4KSH	$7.3M
6	CONGRESS ASSET MANAGEMENT CO	Shares	72.6KSH	$5.7M
7	HENNESSY ADVISORS INC	Shares	60.4KSH	$4.7M
8	VIKING FUND MANAGEMENT LLC	Shares	60.0KSH	$4.7M
9	Y-Intercept (Hong Kong) Ltd	Shares	44.9KSH	$3.5M
10	Cardinal Capital Management	Shares	44.0KSH	$3.5M
11	Regent Peak Wealth Advisors LLC	Shares	33.0KSH	$2.6M
12	KAVAR CAPITAL PARTNERS GROUP, LLC	Shares	22.8KSH	$1.8M
13	Police & Firemen's Retirement System of New Jersey	Shares	17.5KSH	$1.4M
14	Louisiana State Employees Retirement System	Shares	17.3KSH	$1.4M
15	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	16.2KSH	$1.3M
16	Southern Financial Group, LLC	Shares	13.0KSH	$1.0M
17	Assenagon Asset Management S.A.	Shares	9.5KSH	$742.2K
18	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	8.8KSH	$712.6K
19	BURNEY CO/	Shares	8.4KSH	$658.7K
20	Bank & Trust Co	Shares	8.3KSH	$650.0K
21	Sequoia Financial Advisors, LLC	Shares	8.3KSH	$645.7K
22	Cornerstone Wealth Management, LLC	Shares	8.2KSH	$641.3K
23	MBM WEALTH CONSULTANTS, LLC	Shares	6.7KSH	$526.5K
24	LEAVELL INVESTMENT MANAGEMENT, INC.	Shares	5.5KSH	$434.7K
25	D.A. DAVIDSON & CO.	Shares	5.5KSH	$429.5K
26	BFSG, LLC	Shares	4.9KSH	$381.7K
27	SECURIAN ASSET MANAGEMENT, INC	Shares	4.4KSH	$355.4K
28	IFM Investors Pty Ltd	Shares	4.1KSH	$322.2K
29	Crossmark Global Holdings, Inc.	Shares	3.8KSH	$298.1K
30	Chesley Taft & Associates LLC	Shares	3.8KSH	$295.6K
31	Dupree Financial Group, LLC	Shares	3.4KSH	$264.8K
32	Ballentine Partners, LLC	Shares	3.2KSH	$249.2K
33	J.W. COLE ADVISORS, INC.	Shares	3.1KSH	$242.8K
34	Cedar Mountain Advisors, LLC	Shares	3.0KSH	$234.7K
35	BENJAMIN EDWARDS INC	Shares	2.9KSH	$224.1K
36	EverSource Wealth Advisors, LLC	Shares	2.1KSH	$166.3K
37	GAMMA Investing LLC	Shares	1.6KSH	$127.0K
38	SIGNATUREFD, LLC	Shares	1.5KSH	$117.3K
39	Physician Wealth Advisors, Inc.	Shares	1.0KSH	$78.6K
40	Farther Finance Advisors, LLC	Shares	923SH	$72.3K
41	Blue Trust, Inc.	Shares	898SH	$70.1K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	491SH	$38.3K
43	FINANCIAL CONSULATE, INC	Shares	439SH	$34.3K
44	OLD REPUBLIC INTERNATIONAL CORP	Shares	433.5KSH	$33.9K
45	Versant Capital Management, Inc	Shares	426SH	$33.3K
46	Golden State Wealth Management, LLC	Shares	394SH	$30.8K
47	FIRST HORIZON CORP	Shares	293SH	$22.9K
48	Abound Wealth Management	Shares	281SH	$21.9K
49	SOA Wealth Advisors, LLC.	Shares	270SH	$21.0K
50	LRI Investments, LLC	Shares	246SH	$19.2K

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Manager changes2026-06-30 vs 2026-03-31

50 / 85 loaded

#		Instrument
1	River Road Asset Management, LLC new	Shares	+993.1K	+$77.6M	$77.6M
2	VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. added	Shares	+199.6K	+$5.0M	$82.1M
3	Y-Intercept (Hong Kong) Ltd added	Shares	+33.0K	+$2.4M	$3.5M
4	Assenagon Asset Management S.A. new	Shares	+9.5K	+$742.2K	$742.2K
5	BENJAMIN EDWARDS INC new	Shares	+2.9K	+$224.1K	$224.1K
6	SJS Investment Consulting Inc. added	Shares	+71	+$5.5K	$5.8K
7	Versant Capital Management, Inc added	Shares	+113	+$4.9K	$33.3K
8	SIGNATUREFD, LLC added	Shares	+238	+$2.8K	$117.3K
9	Sachetta, LLC new	Shares	+15	+$1.1K	$1.1K
10	Creative Capital Management Investments LLC new	Shares	+11	+$859	$859
11	SBI Securities Co., Ltd. added	Shares	+5	+$242	$1.3K
12	Hughes Financial Services, LLC new	Shares	+1	+$78	$78
13	Capital Advisors, Ltd. LLC unchanged	Shares	0	-$2	$9
14	JFS WEALTH ADVISORS, LLC added	Shares	+3	-$75	$2.2K
15	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$87	$547
16	State of Alaska, Department of Revenue trimmed	Shares	-160	-$109	$599
17	Torren Management, LLC unchanged	Shares	0	-$115	$749
18	Fruth Investment Management trimmed	Shares	-125	-$127	$728
19	Vermillion Wealth Management, Inc. exited	Shares	-3	-$272	$0
20	AMALGAMATED BANK trimmed	Shares	-422	-$351	$2.0K
21	LANARK FINANCIAL, INC. unchanged	Shares	0	-$498	$3.1K
22	Spire Wealth Management exited	Shares	-6	-$543	$0
23	Wall Street Financial Group, Inc. exited	Shares	-6	-$543	$0
24	AdvisorNet Financial, Inc unchanged	Shares	0	-$610	$3.8K
25	FARMERS & MERCHANTS INVESTMENTS INC unchanged	Shares	0	-$622	$3.9K
26	NEW YORK STATE TEACHERS RETIREMENT SYSTEM trimmed	Shares	-999	-$657	$3.6K
27	Fortitude Family Office, LLC trimmed	Shares	-7	-$1.1K	$3.0K
28	Crossmark Global Holdings, Inc. added	Shares	+512	-$1.2K	$298.1K
29	Reyes Financial Architecture, Inc. unchanged	Shares	0	-$1.2K	$7.8K
30	Quaker Wealth Management, LLC unchanged	Shares	0	-$1.3K	$8.0K
31	Arlington Trust Co LLC unchanged	Shares	0	-$1.5K	$9.2K
32	Ares Financial Consulting, LLC unchanged	Shares	0	-$1.7K	$10.6K
33	MassMutual Private Wealth & Trust, FSB unchanged	Shares	0	-$2.4K	$14.8K
34	Triumph Capital Management unchanged	Shares	0	-$2.7K	$15.6K
35	LRI Investments, LLC added	Shares	+3	-$2.8K	$19.2K
36	IFP Advisors, Inc trimmed	Shares	-2	-$2.9K	$16.8K
37	Nova Wealth Management, Inc. unchanged	Shares	0	-$2.9K	$18.1K
38	Tradewinds Capital Management, LLC exited	Shares	-33	-$3.0K	$0
39	SOA Wealth Advisors, LLC. added	Shares	+3	-$3.1K	$21.0K
40	Abound Wealth Management unchanged	Shares	0	-$3.5K	$21.9K
41	Golden State Wealth Management, LLC unchanged	Shares	0	-$4.9K	$30.8K
42	OLD REPUBLIC INTERNATIONAL CORP unchanged	Shares	0	-$5.4K	$33.9K
43	FINANCIAL CONSULATE, INC unchanged	Shares	0	-$5.5K	$34.3K
44	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-8	-$7.1K	$38.3K
45	HENNESSY ADVISORS INC added	Shares	+8.2K	-$10.1K	$4.7M
46	FIRST HORIZON CORP trimmed	Shares	-113	-$13.9K	$22.9K
47	Physician Wealth Advisors, Inc. trimmed	Shares	-19	-$14.2K	$78.6K
48	EASTERN BANK exited	Shares	-170	-$15.4K	$0
49	Opal Wealth Advisors, LLC exited	Shares	-244	-$22.1K	$0
50	GAMMA Investing LLC trimmed	Shares	-62	-$25.9K	$127.0K

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