HB Wealth Management’s SPS Commerce SPSC Stock Holding History

HB Wealth Management’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 Q3	–	Sell	-1,544	Closed	-$210K	–	1370
2025 Q2	$210K	Buy	+1,544	New	+$214K	﹤0.01%	1084

Other funds holding SPSC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

DGI

Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

HB Wealth Management's SPSC Position: Q3 2025 in Review

HB Wealth Management sold out of SPS Commerce (SPSC) in Q3 2025, closing a stake of 1,544 shares — an estimated $210K sold.

HB Wealth Management first reported a position in SPSC in Q2 2025 and held it in 1 quarter. The position peaked at $210K in Q2 2025. 403 funds tracked by Wall St. Rank hold SPSC as of Q3 2025.

HB Wealth Management reported no remaining SPS Commerce position as of Q3 2025 after selling out during the quarter.
HB Wealth Management sold 1,544 SPS Commerce shares in Q3 2025, an estimated $210K.
HB Wealth Management first reported a position in SPS Commerce in Q2 2025 and held it in 1 quarter.
HB Wealth Management's SPS Commerce position peaked at $210K in Q2 2025.
403 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2025.

Based on HB Wealth Management's 13F filing for Q3 2025, filed 23 Oct 2025.