Spire Wealth Management’s Progress Software PRGS Stock Holding History

Spire Wealth Management’s Portfolio PRGS Stock Details PRGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-29	Closed	-$1.85K	–	2454
2025 Q2	$1.85K	Buy	+29	New	+$1.76K	﹤0.01%	2189
2025 Q1	–	Sell	-9	Closed	-$586	–	2558
2024 Q4	$586	Hold	9	–	–	﹤0.01%	2424
2024 Q3	$606	Buy	+9	New	+$515	﹤0.01%	2135
2023 Q1	–	Sell	-666	Closed	-$34K	–	2571
2022 Q4	$34K	Hold	666	–	–	﹤0.01%	1141
2022 Q3	$28K	Sell	666 -14	-2%	-$647	﹤0.01%	1186
2022 Q2	$31K	Buy	680 +14	+2%	+$666	﹤0.01%	1491
2022 Q1	$31K	Hold	666	–	–	﹤0.01%	1634
2021 Q4	$32K	Hold	666	–	–	﹤0.01%	1922
2021 Q3	$33K	Hold	666	–	–	﹤0.01%	1648
2021 Q2	$31K	Hold	666	–	–	﹤0.01%	1689
2021 Q1	$29K	Buy	+666	New	+$29.2K	﹤0.01%	1980

Other funds holding PRGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return