Spire Wealth Management’s SS&C Technologies SSNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$5.88K	Sell	87 -782	-90%	-$60.1K	﹤0.01%	1792
2025 Q4	$76K	Buy	869 +14	+2%	+$1.19K	﹤0.01%	1062
2025 Q3	$75.9K	Buy	855 +426	+99%	+$36.9K	﹤0.01%	1099
2025 Q2	$35.5K	Sell	429 -14	-3%	-$1.1K	﹤0.01%	1320
2025 Q1	$37K	Sell	443 -21	-5%	-$1.74K	﹤0.01%	1394
2024 Q4	$35.2K	Buy	464 +55	+13%	+$4.12K	﹤0.01%	1425
2024 Q3	$30.4K	Hold	409	–	–	﹤0.01%	1304
2024 Q2	$25.6K	Buy	409 +352	+618%	+$21.8K	﹤0.01%	1355
2024 Q1	$3.67K	Sell	57 -281	-83%	-$17.4K	﹤0.01%	1993
2023 Q4	$20.5K	Buy	338 +39	+13%	+$2.13K	﹤0.01%	1534
2023 Q3	$15.7K	Buy	299 +102	+52%	+$5.83K	﹤0.01%	1592
2023 Q2	$11.9K	Buy	197 +140	+246%	+$7.96K	﹤0.01%	1753
2023 Q1	$3.22K	Buy	+57	New	+$3.29K	﹤0.01%	2146
2022 Q3	–	Sell	-2,114	Closed	-$123K	–	2563
2022 Q2	$123K	Buy	+2,114	New	+$136K	0.01%	956
2022 Q1	–	Sell	-2,387	Closed	-$196K	–	2846
2021 Q4	$196K	Buy	+2,387	New	+$184K	﹤0.01%	1100
2021 Q2	–	Sell	-2,361	Closed	-$161K	–	2940
2021 Q1	$161K	Buy	+2,361	New	+$159K	﹤0.01%	1166