Spire Inc.
US ˙ NYSE ˙ US84857L1017

SecuritySR / Spire Inc.
InstitutionCreative Planning
Latest Disclosed Ownership15,466 shares
Latest Disclosed Value $ 1,400,320
Creative Planning reports 39.93% increase in ownership of SR / Spire Inc.

On May 12, 2026 - Creative Planning filed a 13F-HR form disclosing ownership of 15,466 shares of Spire Inc. (US:SR) valued at $1,400,292 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 11,053 shares of Spire Inc.. This represents a change in shares of 39.93% during the quarter. The current value of the position is $1,254,293 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-12 2026-03-31 13F SPIRE COM 84857L101 15,466 4,413 39.93 1,400 53.17 0.0009
2026-02-17 2025-12-31 13F SPIRE COM 84857L101 11,053 -67 -0.60 914 0.88 0.0007
2025-11-14 2025-09-30 13F SPIRE COM 84857L101 11,120 1,645 17.36 907 31.11 0.0007
2025-08-08 2025-06-30 13F SPIRE COM 84857L101 9,475 1,606 20.41 692 12.36 0.0006
2025-05-15 2025-03-31 13F SPIRE COM 84857L101 7,869 -3,364 -29.95 616 -19.19 0.0006
2025-02-14 2024-12-31 13F SPIRE COM 84857L101 11,233 4,107 57.63 762 58.87 0.0007
2024-10-11 2024-09-30 13F SPIRE COM 84857L101 7,126 190 2.74 480 13.78 0.0005
2024-08-15 2024-06-30 13F SPIRE COM 84857L101 6,936 576 9.06 421 7.95 0.0004
2024-05-13 2024-03-31 13F SPIRE COM 84857L101 6,360 -1,223 -16.13 390 -17.37 0.0004
2024-02-14 2023-12-31 13F SPIRE COM 84857L101 7,583 694 10.07 473 21.34 0.0009
2023-11-16 2023-09-30 13F SPIRE COM 84857L101 6,889 205 3.07 390 -8.25 0.0005
2023-07-21 2023-06-30 13F SPIRE COM 84857L101 6,684 450 7.22 424 -2.97 0.0006
2023-05-15 2023-03-31 13F SPIRE COM 84857L101 6,234 379 6.47 437 8.44 0.0006
2023-02-10 2022-12-31 13F SPIRE COM 84857L101 5,855 624 11.93 403 23.62 0.0006
2022-11-03 2022-09-30 13F SPIRE COM 84857L101 5,231 -625 -10.67 326 -25.06 0.0006
2022-08-15 2022-06-30 13F SPIRE COM 84857L101 5,856 1,278 27.92 435 32.62 0.0007
2022-05-16 2022-03-31 13F SPIRE COM 84857L101 4,578 4,578 328 0.0005
2021-11-10 2021-09-30 13F SPIRE COM 84857L101 0 -3,646 -100.00 0 -100.00
2021-08-04 2021-06-30 13F SPIRE COM 84857L101 3,646 -226 -5.84 264 -7.69 0.0005
2021-04-30 2021-03-31 13F CreativePlanning COM 84857L101 3,872 -902 -18.89 286 -6.54 0.0006
2021-01-29 2020-12-31 13F SPIRE COM 84857L101 4,774 -432 -8.30 306 10.47 0.0007
2020-11-05 2020-09-30 13F SPIRE COM 84857L101 5,206 457 9.62 277 -11.22 0.0007
2020-07-23 2020-06-30 13F SPIRE COM 84857L101 4,749 0 0.00 312 -11.86 0.0009
2020-05-05 2020-03-31 13F SPIRE COM 84857L101 4,749 -1,295 -21.43 354 -29.76 0.0013
2020-01-30 2019-12-31 13F SPIRE COM 84857L101 6,044 1,230 25.55 504 20.00 0.0015
2019-11-01 2019-09-30 13F SPIRE COM 84857L101 4,814 -91 -1.86 420 1.94 0.0014
2019-07-26 2019-06-30 13F SPIRE COM 84857L101 4,905 608 14.15 412 16.38 0.0014
2019-04-24 2019-03-31 13F SPIRE COM 84857L101 4,297 -569 -11.69 354 -1.67 0.0013
2019-02-12 2018-12-31 13F/A-1 SPIRE COM 84857L101 4,866 854 21.29 360 22.03 0.0015
2019-02-01 2018-12-31 13F SPIRE COM 84857L101 4,866 854 360
2018-10-25 2018-09-30 13F SPIRE COM 84857L101 4,012 -108 -2.62 295 1.37 0.0011
2018-07-20 2018-06-30 13F SPIRE COM 84857L101 4,120 -141 -3.31 291 -5.52 0.0011
2018-04-18 2018-03-31 13F SPIRE COM 84857L101 4,261 387 9.99 308 5.84 0.0013
2018-01-17 2017-12-31 13F SPIRE COM 84857L101 3,874 90 2.38 291 3.19 0.0013
2017-10-17 2017-09-30 13F SPIRE COM 84857L101 3,784 -42 -1.10 282 5.62 0.0013
2017-07-12 2017-06-30 13F SPIRE COM 84857L101 3,826 220 6.10 267 9.88 0.0014
2017-04-07 2017-03-31 13F SPIRE COM 84857L101 3,606 -87 -2.36 243 2.10 0.0013
2017-01-09 2016-12-31 13F SPIRE COM 84857L101 3,693 -530 -12.55 238 -11.52 0.0014
2016-10-12 2016-09-30 13F SPIRE COM 84857L101 4,223 598 16.50 269 4.67 0.0017
2016-07-12 2016-06-30 13F SPIRE COM 84857L101 3,625 200 5.84 257 10.78 0.0019
2016-04-08 2016-03-31 13F LACLEDE GROUP COM 505597104 3,425 0 0.00 232 14.29 0.0018
2016-01-11 2015-12-31 13F LACLEDE GROUP COM 505597104 3,425 2,655 344.81 203 383.33 0.0017
2015-10-09 2015-09-30 13F LACLEDE GROUP COM 505597104 770 770 0.00 42 0.0004
2015-07-09 2015-06-30 13F LACLEDE GROUP COM 505597104 0 -757 -100.00 0 -100.00
2015-04-13 2015-03-31 13F LACLEDE GROUP COM 505597104 757 757 0.00 39 0.0004
2015-01-29 2014-12-31 13F LACLEDE GROUP COM 505597104 0 -886 -100.00 0 -100.00
2014-10-10 2014-09-30 13F LACLEDE GROUP COM 505597104 886 0 0.00 41 -4.65 0.0005
2014-08-20 2014-06-30 13F LACLEDE GROUP COM 505597104 886 -28 -3.06 43 0.00 0.0006
2014-04-11 2014-03-31 13F LACLEDE GROUP COM 505597104 914 0 0.00 43 2.38 0.0006
2014-01-06 2013-12-31 13F LACLEDE GROUP COM 505597104 914 0 0.00 42 2.44 0.0007
2013-10-10 2013-09-30 13F LACLEDE GROUP COM 505597104 914 -250 -21.48 41 -22.64 0.0008
2013-07-09 2013-06-30 13F LACLEDE GROUP COM 505597104 1,164 1,164 53 0.0012
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.