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Center for Financial Planning’s SPS Commerce SPSC Stock Holding History

Center for Financial Planning’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
Q1 		– Sell
-12
Closed -$2.21K – 742
2024
Q4 		$2.21K Buy
+12
New +$2.25K ﹤0.01% 529

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Center for Financial Planning's SPSC Position: Q1 2025 in Review

Center for Financial Planning sold out of SPS Commerce (SPSC) in Q1 2025, closing a stake of 12 shares — an estimated $2.21K sold.

Center for Financial Planning first reported a position in SPSC in Q4 2024 and held it in 1 quarter. The position peaked at $2.21K in Q4 2024. 448 funds tracked by Wall St. Rank hold SPSC as of Q1 2025.

  • Center for Financial Planning reported no remaining SPS Commerce position as of Q1 2025 after selling out during the quarter.
  • Center for Financial Planning sold 12 SPS Commerce shares in Q1 2025, an estimated $2.21K.
  • Center for Financial Planning first reported a position in SPS Commerce in Q4 2024 and held it in 1 quarter.
  • Center for Financial Planning's SPS Commerce position peaked at $2.21K in Q4 2024.
  • 448 funds tracked by Wall St. Rank held SPS Commerce as of Q1 2025.

Based on Center for Financial Planning's 13F filing for Q1 2025, filed 22 Apr 2025.