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Mount Yale Investment Advisors’s SPS Commerce SPSC Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-241
Closed -$32.7K – 1478
2025
Q2 		$32.7K Sell
241
-3,442
-93% -$477K ﹤0.01% 938
2025
Q1 		$489K Sell
3,683
-673
-15% -$106K 0.04% 329
2024
Q4 		$801K Sell
4,356
-41
-0.9% -$7.69K 0.06% 246
2024
Q3 		$854K Sell
4,397
-225
-5% -$44.2K 0.08% 226
2024
Q2 		$870K Sell
4,622
-235
-5% -$43K 0.07% 236
2024
Q1 		$898K Sell
4,857
-5
-0.1% -$923 0.07% 237
2023
Q4 		$942K Sell
4,862
-37
-0.8% -$6.45K 0.09% 210
2023
Q3 		$836K Sell
4,899
-225
-4% -$39.9K 0.09% 213
2023
Q2 		$984K Sell
5,124
-557
-10% -$89.9K 0.1% 196
2023
Q1 		$865K Sell
5,681
-886
-13% -$126K 0.1% 213
2022
Q4 		$843K Sell
6,567
-200
-3% -$25.8K 0.1% 215
2022
Q3 		$841K Sell
6,767
-48
-0.7% -$5.82K 0.11% 193
2022
Q2 		$770K Sell
6,815
-142
-2% -$16.1K 0.1% 207
2022
Q1 		$913K Buy
6,957
+4,702
+209% +$589K 0.1% 208
2021
Q4 		$321K Sell
2,255
-4,352
-66% -$652K 0.03% 359
2021
Q3 		$1.07M Buy
+6,607
New +$814K 0.12% 184
2018
Q4 		– Sell
-426
Closed -$20K – 705
2018
Q3 		$20K Sell
426
-108
-20% -$4.84K ﹤0.01% 785
2018
Q2 		$20K Buy
+534
New +$18.9K ﹤0.01% 795

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Mount Yale Investment Advisors's SPSC Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of SPS Commerce (SPSC) in Q3 2025, closing a stake of 241 shares — an estimated $32.7K sold.

Mount Yale Investment Advisors first reported a position in SPSC in Q2 2018 and held it in 18 quarters. The position peaked at $1.07M in Q3 2021. 403 funds tracked by Wall St. Rank hold SPSC as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining SPS Commerce position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 241 SPS Commerce shares in Q3 2025, an estimated $32.7K.
  • Mount Yale Investment Advisors first reported a position in SPS Commerce in Q2 2018 and held it in 18 quarters.
  • Mount Yale Investment Advisors's SPS Commerce position peaked at $1.07M in Q3 2021.
  • 403 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.