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Capital Advisors Ltd’s SPS Commerce SPSC Stock Holding History

Capital Advisors Ltd’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-6
Closed -$1K – 1561
2025
Q3 		$1K Sell
6
-38
-86% -$4.52K ﹤0.01% 1286
2025
Q2 		$6K Hold
44
– – ﹤0.01% 904
2025
Q1 		$6K Buy
44
+19
+76% +$2.99K ﹤0.01% 896
2024
Q4 		$5K Buy
25
+2
+9% +$375 ﹤0.01% 950
2024
Q3 		$4K Hold
23
– – ﹤0.01% 970
2024
Q2 		$4K Buy
23
+3
+15% +$549 ﹤0.01% 959
2024
Q1 		$4K Hold
20
– – ﹤0.01% 935
2023
Q4 		$4K Hold
20
– – ﹤0.01% 914
2023
Q3 		$3K Hold
20
– – ﹤0.01% 956
2023
Q2 		$4K Hold
20
– – ﹤0.01% 905
2023
Q1 		$3K Hold
20
– – ﹤0.01% 841
2022
Q4 		$3K Sell
20
-3
-13% -$387 ﹤0.01% 799
2022
Q3 		$3K Buy
+23
New +$2.79K ﹤0.01% 776
2022
Q2 		– Sell
-4
Closed -$1K – 1306
2022
Q1 		$1K Buy
+4
New +$501 ﹤0.01% 800

Other funds holding SPSC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return