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Clearstead Advisors’s SPS Commerce SPSC Stock Holding History

Clearstead Advisors’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
-122
Closed -$12.7K – 3210
2025
Q3 		$12.7K Sell
122
-143
-54% -$17K ﹤0.01% 1840
2025
Q2 		$36.1K Sell
265
-63
-19% -$8.73K ﹤0.01% 1397
2025
Q1 		$43.5K Sell
328
-139
-30% -$21.9K ﹤0.01% 1205
2024
Q4 		$85.9K Sell
467
-257
-35% -$48.2K ﹤0.01% 1053
2024
Q3 		$141K Sell
724
-68
-9% -$13.3K ﹤0.01% 949
2024
Q2 		$149K Buy
792
+767
+3,068% +$140K ﹤0.01% 907
2024
Q1 		$4.82K Buy
25
+17
+213% +$3.14K ﹤0.01% 1181
2023
Q4 		$1.55K Buy
+8
New +$1.4K ﹤0.01% 1331

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