SWM
SSD icon

Spire Wealth Management’s Simpson Manufacturing SSD Stock Holding History

Spire Wealth Management’s Portfolio SSD Stock Details SSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$24.3K Hold
116
– – ﹤0.01% 1389
2026
Q1 		$19.9K Hold
116
– – ﹤0.01% 1421
2025
Q4 		$18.7K Buy
116
+1
+0.9% +$169 ﹤0.01% 1508
2025
Q3 		$19.3K Buy
115
+1
+0.9% +$179 ﹤0.01% 1541
2025
Q2 		$17.7K Hold
114
– – ﹤0.01% 1552
2025
Q1 		$17.9K Hold
114
– – ﹤0.01% 1644
2024
Q4 		$18.9K Sell
114
-29
-20% -$5.31K ﹤0.01% 1642
2024
Q3 		$27.3K Buy
143
+1
+0.7% +$180 ﹤0.01% 1338
2024
Q2 		$24K Hold
142
– – ﹤0.01% 1378
2024
Q1 		$29.1K Hold
142
– – ﹤0.01% 1396
2023
Q4 		$25.9K Sell
142
-2
-1% -$317 ﹤0.01% 1444
2023
Q3 		$21.5K Buy
144
+1
+0.7% +$152 ﹤0.01% 1476
2023
Q2 		$19.8K Sell
143
-51
-26% -$6.27K ﹤0.01% 1593
2023
Q1 		$21.3K Buy
194
+53
+38% +$5.56K ﹤0.01% 1590
2022
Q4 		$12K Buy
141
+1
+0.7% +$87 ﹤0.01% 1552
2022
Q3 		$11K Hold
140
– – ﹤0.01% 1547
2022
Q2 		$14K Buy
140
+1
+0.7% +$104 ﹤0.01% 1810
2022
Q1 		$15K Hold
139
– – ﹤0.01% 1908
2021
Q4 		$19K Buy
139
+1
+0.7% +$121 ﹤0.01% 2141
2021
Q3 		$15K Sell
138
-185
-57% -$20.5K ﹤0.01% 1973
2021
Q2 		$36K Hold
323
– – ﹤0.01% 1634
2021
Q1 		$34K Buy
+323
New +$32.4K ﹤0.01% 1923

Other funds holding SSD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Spire Wealth Management's SSD Position: Q2 2026 in Review

Spire Wealth Management held its Simpson Manufacturing (SSD) position steady in Q2 2026 at 116 shares worth $24.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1389.

Spire Wealth Management first reported a position in SSD in Q1 2021 and has held it in 22 quarters since. The position peaked at $36K in Q2 2021. 484 funds tracked by Wall St. Rank hold SSD as of Q2 2026.

  • Spire Wealth Management held 116 shares of Simpson Manufacturing worth $24.3K as of Q2 2026.
  • Spire Wealth Management left its Simpson Manufacturing share count unchanged in Q2 2026.
  • Simpson Manufacturing made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1389 holding.
  • Spire Wealth Management first reported a position in Simpson Manufacturing in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Simpson Manufacturing position peaked at $36K in Q2 2021.
  • 484 funds tracked by Wall St. Rank held Simpson Manufacturing as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.