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Spire Wealth Management’s SouthState Bank Corp SSB Stock Holding History

Spire Wealth Management’s Portfolio SSB Stock Details SSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-469
Closed -$43.2K – 2478
2025
Q2 		$43.2K Sell
469
-35
-7% -$3.07K ﹤0.01% 1259
2025
Q1 		$46.8K Buy
504
+3
+0.6% +$295 ﹤0.01% 1307
2024
Q4 		$49.8K Sell
501
-15
-3% -$1.55K ﹤0.01% 1288
2024
Q3 		$50.1K Hold
516
– – ﹤0.01% 1131
2024
Q2 		$39.4K Sell
516
-20
-4% -$1.55K ﹤0.01% 1204
2024
Q1 		$45.6K Sell
536
-447
-45% -$36.8K ﹤0.01% 1249
2023
Q4 		$80.2K Sell
983
-69
-7% -$5.09K ﹤0.01% 1058
2023
Q3 		$70.9K Hold
1,052
– – ﹤0.01% 1050
2023
Q2 		$69.2K Hold
1,052
– – ﹤0.01% 1085
2023
Q1 		$75K Buy
1,052
+340
+48% +$26.5K ﹤0.01% 1055
2022
Q4 		$54K Sell
712
-10
-1% -$839 ﹤0.01% 966
2022
Q3 		$57K Sell
722
-340
-32% -$27.4K ﹤0.01% 905
2022
Q2 		$82K Sell
1,062
-1,062
-50% -$82.8K ﹤0.01% 1108
2022
Q1 		$173K Sell
2,124
-9
-0.4% -$776 ﹤0.01% 952
2021
Q4 		$171K Buy
2,133
+9
+0.4% +$715 ﹤0.01% 1162
2021
Q3 		$159K Buy
2,124
+326
+18% +$23.2K ﹤0.01% 1006
2021
Q2 		$147K Sell
1,798
-16
-0.9% -$1.36K ﹤0.01% 1054
2021
Q1 		$142K Buy
+1,814
New +$146K ﹤0.01% 1223

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Spire Wealth Management's SSB Position: Q3 2025 in Review

Spire Wealth Management sold out of SouthState Bank Corp (SSB) in Q3 2025, closing a stake of 469 shares — an estimated $43.2K sold.

Spire Wealth Management first reported a position in SSB in Q1 2021 and held it in 18 quarters. The position peaked at $173K in Q1 2022. 461 funds tracked by Wall St. Rank hold SSB as of Q3 2025.

  • Spire Wealth Management reported no remaining SouthState Bank Corp position as of Q3 2025 after selling out during the quarter.
  • Spire Wealth Management sold 469 SouthState Bank Corp shares in Q3 2025, an estimated $43.2K.
  • Spire Wealth Management first reported a position in SouthState Bank Corp in Q1 2021 and held it in 18 quarters.
  • Spire Wealth Management's SouthState Bank Corp position peaked at $173K in Q1 2022.
  • 461 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2025.

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