Public record / Tickers / SR

SR — SPIRE INC

Both disclosure regimes on one name: who in Congress filed about SR, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming SR
Members · 12m
1
1 buys · 2 sells · by trade date
Latest PTR
11-21
filed 2025-11-21
13F holders
348
top-348 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Lisa C. McClain · $1.0K–$15.0K

Sale · traded 2025-10-31 → filed 2025-11-21. Ranked over every SR row by the provable lower bound, never a point estimate.

1 member · 1 buys / 2 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

4 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 4 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING SR · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning SR
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-31 +21d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-11-21Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 10-30 +22d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2023-08-13Daniel S. Goldman D–NY-10SaleTraded 07-12 +32d$1K–$15K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in SR

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing SR in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
Lisa C. McClain R–MI-93−$29.0K to $13.0K2

1 members in the window · counts of disclosures, not dollars.

Congress ↔ notable managers · SR

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0
Sellers
0

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
1 Gotham Asset Management $615K held
Trimming
0 $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · SPIRE INC

Merged timeline of congressional filings and notable-manager moves on SR
DateWhoChangeSize
2026-05-15Gotham Asset Management 13Fadd+1,178 sh

1 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of SR for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$722M1
2VANGUARD PORTFOLIO MANAGEMENT LLC$318M1
3STATE STREET CORP$272M1
4VANGUARD CAPITAL MANAGEMENT LLC$231M1
5DEUTSCHE BANK AG\$198M1
6AMERICAN CENTURY COMPANIES INC$189M1
7GEODE CAPITAL MANAGEMENT, LLC$155M1
8FULLER & THALER ASSET MANAGEMENT, INC.$149M1
9ADAGE CAPITAL PARTNERS GP, L.L.C.$109M1
10Nuveen, LLC$98.0M1
11DIMENSIONAL FUND ADVISORS LP$92.7M1
12NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$86.7M1
13DUFF & PHELPS INVESTMENT MANAGEMENT CO$84.4M1
14MORGAN STANLEY$78.8M1
15NORTHERN TRUST CORP$69.3M1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$66.4M1
17MASSACHUSETTS FINANCIAL SERVICES CO /MA/$64.8M1
18WELLINGTON MANAGEMENT GROUP LLP$59.6M1
19Bank of New York Mellon Corp$55.2M1
20Invesco Ltd.$54.8M1
21FIRST TRUST ADVISORS LP$49.6M1
22UBS Group AG$45.6M1
23MANUFACTURERS LIFE INSURANCE COMPANY, THE$43.4M1
24AQR CAPITAL MANAGEMENT LLC$37.4M1
25Energy Income Partners, LLC$36.4M1
26JUPITER ASSET MANAGEMENT LTD$35.1M1
27ProShare Advisors LLC$34.9M1
28BANK OF AMERICA CORP /DE/$34.9M1
29VANGUARD FIDUCIARY TRUST CO$34.5M1
30ExodusPoint Capital Management, LP$34.0M1
31VICTORY CAPITAL MANAGEMENT INC$33.6M1
32WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$31.7M1
33Qube Research & Technologies Ltd$29.6M1
34Legal & General Group Plc$25.6M1
35WEDGE CAPITAL MANAGEMENT L L P/NC$19.3M1
36South Street Advisors LLC$17.2M1
37PRINCIPAL FINANCIAL GROUP INC$17.1M1
38UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$15.5M1
39Resolution Capital Ltd$14.7M1
40CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$13.8M1
41EXCHANGE TRADED CONCEPTS, LLC$13.7M1
42HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC$13.4M1
43Leeward Investments, LLC - MA$12.8M1
44Edgestream Partners, L.P.$11.4M1
45Ceredex Value Advisors LLC$10.9M1
46COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$10.9M1
47Swiss National Bank$10.6M1
48Meiji Yasuda Asset Management Co Ltd.$10.3M1
49AMERIPRISE FINANCIAL INC$9.4M1
50ALLIANCEBERNSTEIN L.P.$9.3M1
51MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$9.1M1
52Squarepoint Ops LLC$9.1M1
53WELLS FARGO & COMPANY/MN$8.2M1
54DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$8.2M1
55FMR LLC$8.1M1
56D. E. Shaw & Co., Inc.$7.9M1
57Azimuth Capital Investment Management LLC$7.7M1
58JANE STREET GROUP, LLC$7.2M1
59Man Group plc$6.9M1
60Yaupon Capital Management LP$6.8M1
61Baird Financial Group, Inc.$6.6M1
62Retirement Systems of Alabama$6.6M1
63CONGRESS ASSET MANAGEMENT CO$6.5M1
64MetLife Investment Management, LLC$5.5M1
65Magellan Asset Management Ltd$5.1M1
66MILLENNIUM MANAGEMENT LLC$5.0M1
67MACKENZIE FINANCIAL CORP$5.0M1
68SEI INVESTMENTS CO$4.8M1
69Maryland State Retirement & Pension System$4.8M1
70FIFTH THIRD BANCORP$4.8M1
71HENNESSY ADVISORS INC$4.7M1
72ICON ADVISERS INC/CO$4.4M1
73SUSQUEHANNA INTERNATIONAL GROUP, LLP$4.2M1
74Quantinno Capital Management LP$4.1M1
75Boston Partners$4.1M1
76Universal- Beteiligungs- und Servicegesellschaft mbH$4.0M1
77Cardinal Capital Management$4.0M1
78Vanguard Investments Australia, Ltd.$4.0M1
79VANGUARD ASSET MANAGEMENT, Ltd$4.0M1
80MACQUARIE GROUP LTD$3.9M1
81RENAISSANCE TECHNOLOGIES LLC$3.6M1
82XTX Topco Ltd$3.5M1
83Csenge Advisory Group$3.4M1
84FRANKLIN RESOURCES INC$3.4M1
85Phocas Financial Corp.$3.2M1
86BARCLAYS PLC$3.1M1
87Cerity Partners LLC$3.0M1
88KLP KAPITALFORVALTNING AS$2.8M1
89RAYMOND JAMES FINANCIAL INC$2.7M1
90Knights of Columbus Asset Advisors LLC$2.7M1
91MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$2.5M1
92VOYA INVESTMENT MANAGEMENT LLC$2.5M1
93STATE OF WISCONSIN INVESTMENT BOARD$2.4M1
94Janus Henderson Group Ltd.$2.4M1
95Zurcher Kantonalbank (Zurich Cantonalbank)$2.4M1
96BANK OF MONTREAL /CAN/$2.4M1
97State of New Jersey Common Pension Fund D$2.3M1
98NEW YORK STATE COMMON RETIREMENT FUND$2.3M1
99Vanguard Global Advisers, LLC$2.2M1
100Corient Private Wealth LLC$2.1M1
101INTECH INVESTMENT MANAGEMENT LLC$2.1M1
102COMMERCE BANK$2.1M1
103KAVAR CAPITAL PARTNERS GROUP, LLC$2.1M1
104TD ASSET MANAGEMENT INC$2.0M1
105CI INVESTMENTS INC.$2.0M1
106ALPS ADVISORS INC$2.0M1
107US BANCORP \DE\$1.9M1
108PRUDENTIAL FINANCIAL INC$1.9M1
109Cetera Investment Advisers$1.9M1
110CITADEL ADVISORS LLC$1.9M1
111BRIDGEWAY CAPITAL MANAGEMENT, LLC$1.8M1
112STIFEL FINANCIAL CORP$1.7M1
113OSAIC HOLDINGS, INC.$1.7M1
114BW Gestao de Investimentos Ltda.$1.7M1
115ADVISORY RESEARCH INC$1.7M1
116CWM, LLC$1.6M1
117Orion Investment Co$1.6M1
118YOUSIF CAPITAL MANAGEMENT, LLC$1.6M1
119Sanctuary Advisors, LLC$1.5M1
120CITIGROUP INC$1.5M1
121ROYAL BANK OF CANADA$1.5M1
122Arizona State Retirement System$1.5M1
123CWA Asset Management Group, LLC$1.5M1
124CREDIT AGRICOLE S A$1.4M1
125Ameritas Investment Partners, Inc.$1.4M1
126Creative Planning$1.4M1
127LPL Financial LLC$1.3M1
128STATE OF MICHIGAN RETIREMENT SYSTEM$1.3M1
129XPONANCE LLC$1.3M1
130Federation des caisses Desjardins du Quebec$1.3M1
131Advisors Asset Management, Inc.$1.2M1
132Southern Financial Group, LLC$1.2M1
133NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC$1.2M1
134OREGON PUBLIC EMPLOYEES RETIREMENT FUND$1.1M1
135Y-Intercept (Hong Kong) Ltd$1.1M1
136Pictet Asset Management Holding SA$984K1
137Sequoia Financial Advisors, LLC$967K1
138Amundi$962K1
139NISA INVESTMENT ADVISORS, LLC$952K1
140COMMONWEALTH EQUITY SERVICES, LLC$949K1
141Vanguard Personalized Indexing Management, LLC$941K1
142Mutual Advisors, LLC$785K1
143WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$757K1
144Cornerstone Wealth Management, LLC$743K1
145CHOREO, LLC$720K1
146Beacon Pointe Advisors, LLC$719K1
147Tower Research Capital LLC (TRC)$697K1
148BURNEY CO/$695K1
149Focus Partners Wealth$688K1
150Graham Capital Management, L.P.$685K1
151FOX RUN MANAGEMENT, L.L.C.$674K1
152Laird Norton Wetherby Trust Company, LLC$673K1
153Private Advisor Group, LLC$670K1
154CENTRAL TRUST Co$650K1
155MERCER GLOBAL ADVISORS INC /ADV$643K1
156Mariner, LLC$642K1
157Gotham Asset Management, LLC$615K1
158M&T BANK CORP$600K1
159EP Wealth Advisors, LLC$595K1
160GeoWealth Management, LLC$575K1
161Krilogy Financial LLC$570K1
162MBM WEALTH CONSULTANTS, LLC$566K1
163Detalus Advisors, LLC$561K1
164ROMAN BUTLER FULLERTON & CO$557K1
165HighTower Advisors, LLC$552K1
166AGF MANAGEMENT LTD$546K1
167LEAVELL INVESTMENT MANAGEMENT, INC.$540K1
168Pathstone Holdings, LLC$527K1
169Swiss Life Asset Management Ltd$524K1
170Inspire Investing, LLC$522K1
171FEDERATED HERMES, INC.$516K1
172EVOLVE PRIVATE WEALTH, LLC$512K1
173Greenland Capital Management LP$512K1
174D.A. DAVIDSON & CO.$498K1
175Verition Fund Management LLC$471K1
176Freestone Grove Partners LP$464K1
177ELEVATION POINT WEALTH PARTNERS, LLC$447K1
178BFSG, LLC$443K1
179TWO SIGMA INVESTMENTS, LP$441K1
180GLENMEDE TRUST CO NA$437K1
181Groupe la Francaise$431K1
182AXQ CAPITAL, LP$430K1
183BLAIR WILLIAM & CO/IL$422K1
184Ethic Inc.$404K1
185SECURIAN ASSET MANAGEMENT, INC$395K1
186IFM Investors Pty Ltd$374K1
187DnB Asset Management AS$367K1
188Chicago Partners Investment Group LLC$367K1
189MONETA GROUP INVESTMENT ADVISORS LLC$362K1
190Ensign Peak Advisors, Inc$358K1
191Ballentine Partners, LLC$349K1
192ENVESTNET ASSET MANAGEMENT INC$349K1
193Chesley Taft & Associates LLC$343K1
1941832 Asset Management L.P.$337K1
195BTC Capital Management, Inc.$337K1
196Vise Technologies, Inc.$337K1
197Summit Financial, LLC$332K1
198MARTINGALE ASSET MANAGEMENT L P$326K1
199Huntleigh Advisors, Inc.$320K1
200Sumitomo Mitsui Trust Group, Inc.$309K1
201J.W. COLE ADVISORS, INC.$309K1
202UMB Bank, n.a.$308K1
203Dupree Financial Group, LLC$307K1
204CIBC Bancorp USA Inc.$305K1
205Atria Investments, Inc$303K1
206Crossmark Global Holdings, Inc.$299K1
207W.G. Shaheen & Associates DBA Whitney & Co$299K1
208Kestra Advisory Services, LLC$297K1
209QUADRANT CAPITAL GROUP LLC$295K1
210Horizon Investment Services, LLC$289K1
211Meeder Advisory Services, Inc.$282K1
212HFR Wealth Management, LLC$275K1
213111 Capital$272K1
214VICTORY FINANCIAL GROUP, LLC$255K1
215Vident Advisory, LLC$251K1
216Farringdon Capital, Ltd.$250K1
217Parkside Financial Bank & Trust$236K1
218JOURNEY STRATEGIC WEALTH LLC$233K1
219PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$226K1
220MAI Capital Management$224K1
221UNITED CAPITAL FINANCIAL ADVISORS, LLC$221K1
222CONNABLE OFFICE INC$214K1
223Garner Asset Management Corp$214K1
224Optimize Financial Inc$213K1
225Brevan Howard Capital Management LP$212K1
226Carrera Capital Advisors$211K1
227GREENLEAF TRUST$209K1
228PROFUND ADVISORS LLC$208K1
229Empowered Funds, LLC$208K1
230Dynamic Technology Lab Private Ltd$206K1
231O'SHAUGHNESSY ASSET MANAGEMENT, LLC$205K1
232Sterling Capital Management LLC$176K1
233Rockefeller Capital Management L.P.$175K1
234BNP Paribas Asset Management Holding S.A.$173K1
235Bayforest Capital Ltd$121K1
236Meramec Financial Planners, LLC$121K1
237SIGNATUREFD, LLC$114K1
238Blue Trust, Inc.$99.6K1
239Mitsubishi UFJ Trust & Banking Corp$99.5K1
240Physician Wealth Advisors, Inc.$92.8K1
241Arax Advisory Partners$86.7K1
242NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$82.5K1
243SUMMIT SECURITIES GROUP LLC$71.3K1
244Missouri Trust & Investment Co$63.4K1
245THRIVENT FINANCIAL FOR LUTHERANS$63.3K1
246Larson Financial Group LLC$59.1K1
247Smartleaf Asset Management LLC$55.1K1
248NOMURA ASSET MANAGEMENT CO LTD$51.6K1
249Destiny Wealth Partners, LLC$46.3K1
250PRIVATE TRUST CO NA$45.8K1
251INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$45.4K1
252Steward Partners Investment Advisory, LLC$44.0K1
253UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO$42.6K1
254Cassaday & Co Wealth Management LLC$42.6K1
255Kemnay Advisory Services Inc.$42.5K1
256FINANCIAL CONSULATE, INC$39.7K1
257SHP Wealth Management$38.8K1
258Pinnacle Wealth Planning Services, Inc.$36.9K1
259MV CAPITAL MANAGEMENT, INC.$36.2K1
260Daiwa Securities Group Inc.$27.6K1
261Allworth Financial LP$26.2K1
262Abound Wealth Management$25.4K1
263First Command Advisory Services, Inc.$22.6K1
264Optiver Holding B.V.$22.4K1
265Opal Wealth Advisors, LLC$22.1K1
266Clearstead Trust, LLC$18.7K1
267Triumph Capital Management$18.3K1
268EASTERN BANK$15.4K1
269Atlantic Union Bankshares Corp$13.6K1
270NATIXIS ADVISORS, LLC$13.2K1
271Private Wealth Management Group, LLC$11.6K1
272Arlington Trust Co LLC$10.7K1
273Eurizon Capital SGR S.p.A.$10.7K1
274Quaker Wealth Management, LLC$9.2K1
275Reyes Financial Architecture, Inc.$9.1K1
276CANADA LIFE ASSURANCE Co$7.3K1
277Bell Investment Advisors, Inc$6.4K1
278CVA Family Office, LLC$5.2K1
279Mitsubishi UFJ Asset Management Co., Ltd.$4.6K1
280FARMERS & MERCHANTS INVESTMENTS INC$4.5K1
281NEW YORK STATE TEACHERS RETIREMENT SYSTEM$4.2K1
282NBT BANK, N.A.$4.2K1
283Quarry LP$3.8K1
284Keating Financial Advisory Services, Inc.$3.4K1
285Tradewinds Capital Management, LLC$3.0K1
286JPL Wealth Management, LLC$2.8K1
287HRT FINANCIAL LP$2.7K1
288ASSETMARK, INC$2.5K1
289Manchester Capital Management LLC$2.4K1
290AMALGAMATED BANK$2.3K1
291JFS WEALTH ADVISORS, LLC$2.3K1
292WPG Advisers, LLC$2.3K1
293VAN ECK ASSOCIATES CORP$2.1K1
294TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY$1.5K1
295PICTON MAHONEY ASSET MANAGEMENT$1.5K1
296Annis Gardner Whiting Capital Advisors, LLC$1.4K1
297Godfrey Financial Associates, Inc.$1.4K1
298Clearstead Advisors, LLC$1.4K1
299ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/$1.1K1
300SBI Securities Co., Ltd.$1.1K1
301Signature Equity Partners, LLC$9961
302CHASE INVESTMENT COUNSEL CORP$9551
303Fruth Investment Management$8551
304State of Alaska, Department of Revenue$7081
305DiNuzzo Private Wealth, Inc.$6341
306Spire Wealth Management$5431
307Wall Street Financial Group, Inc.$5431
308South Dakota Investment Council$5371
309PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO$4311
310Vermillion Wealth Management, Inc.$2721
311SJS Investment Consulting Inc.$2721
312Rialto Wealth Management, LLC$1821
313HFM Investment Advisors, LLC$1811
314KBC Group NV$1791
315HARBOR CAPITAL ADVISORS, INC.$351
316Capital Advisors, Ltd. LLC$111
317VANGUARD GROUP INC$01
318SMITH, MOORE & CO.$01
319JONES FINANCIAL COMPANIES LLLP$01
320HSBC HOLDINGS PLC$01
321COMERICA BANK$01
322CIBC WORLD MARKETS CORP$01
323LAZARD ASSET MANAGEMENT LLC$01
324NATIXIS$01
325CIBC Private Wealth Group LLC$01
326Magnetar Financial LLC$01
327NORGES BANK$01
328Hudson Bay Capital Management LP$01
329Quantbot Technologies LP$01
330Allianz Asset Management GmbH$01
331Zimmer Partners, LP$01
332Tidal Investments LLC$01
333Global Retirement Partners, LLC$01
334MQS Management LLC$01
335TWINBEECH CAPITAL LP$01
336Aquatic Capital Management LLC$01
337INCEPTIONR LLC$01
338Jackson Creek Investment Advisors LLC$01
339AlphaQuest LLC$01
340SageView Advisory Group, LLC$01
341Dunhill Financial, LLC$01
342Caitong International Asset Management Co., Ltd$01
343Vennlight Capital Management, LP$01
344Accent Capital Management, LLC$01
345Jain Global LLC$01
346Massar Capital Management, LP$01
347OPTIMA CAPITAL LLC$01
348Gunpowder Capital Management, LLC dba Oliver Wealth Management$01
Truncated by Public Filings. The published aggregate ranks the top 348 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)1 buy / 2 sell
Congress net ($ bound)−$29.0K to $13.0K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on SR

RETAINED WINDOW · ACTIVE HITS

Zero hits on SR in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for SR · financials and macro

Financials — as filed PLANNED

SR's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: SR on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing