LWAM
SPSC icon

Legacy Wealth Asset Management’s SPS Commerce SPSC Stock Holding History

Legacy Wealth Asset 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
Q2 		– Sell
-1,789
Closed -$237K – 359
2025
Q1 		$237K Sell
1,789
-14
-0.8% -$2.2K 0.07% 322
2024
Q4 		$332K Sell
1,803
-214
-11% -$40.1K 0.09% 293
2024
Q3 		$392K Buy
2,017
+93
+5% +$18.3K 0.11% 273
2024
Q2 		$362K Buy
1,924
+59
+3% +$10.8K 0.1% 276
2024
Q1 		$345K Buy
1,865
+3
+0.2% +$554 0.1% 282
2023
Q4 		$361K Buy
1,862
+19
+1% +$3.31K 0.12% 265
2023
Q3 		$314K Sell
1,843
-72
-4% -$12.8K 0.12% 269
2023
Q2 		$368K Buy
1,915
+73
+4% +$11.8K 0.13% 266
2023
Q1 		$281K Sell
1,842
-265
-13% -$37.6K 0.1% 294
2022
Q4 		$271K Buy
2,107
+256
+14% +$33K 0.1% 294
2022
Q3 		$230K Buy
1,851
+69
+4% +$8.37K 0.1% 292
2022
Q2 		$201K Sell
1,782
-16
-0.9% -$1.81K 0.08% 292
2022
Q1 		$236K Buy
1,798
+239
+15% +$29.9K 0.08% 273
2021
Q4 		$222K Sell
1,559
-216
-12% -$32.4K 0.08% 293
2021
Q3 		$286K Buy
+1,775
New +$219K 0.13% 244

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Nordea Investment Management
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Legacy Wealth Asset Management's SPSC Position: Q2 2025 in Review

Legacy Wealth Asset Management sold out of SPS Commerce (SPSC) in Q2 2025, closing a stake of 1,789 shares — an estimated $237K sold.

Legacy Wealth Asset Management first reported a position in SPSC in Q3 2021 and held it in 15 quarters. The position peaked at $392K in Q3 2024. 451 funds tracked by Wall St. Rank hold SPSC as of Q2 2025.

  • Legacy Wealth Asset Management reported no remaining SPS Commerce position as of Q2 2025 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,789 SPS Commerce shares in Q2 2025, an estimated $237K.
  • Legacy Wealth Asset Management first reported a position in SPS Commerce in Q3 2021 and held it in 15 quarters.
  • Legacy Wealth Asset Management's SPS Commerce position peaked at $392K in Q3 2024.
  • 451 funds tracked by Wall St. Rank held SPS Commerce as of Q2 2025.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2025, filed 30 Jul 2025.