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

Spire Wealth Management’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.54K Sell
57
-30
-34% -$2.04K ﹤0.01% 1892
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 – 2562
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

Other funds holding SSNC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

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

Spire Wealth Management reduced its SS&C Technologies (SSNC) stake by 34% in Q2 2026, selling an estimated $2.04K and leaving 57 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1892.

Spire Wealth Management first reported a position in SSNC in Q1 2021 and has held it in 17 quarters since. The position peaked at $196K in Q4 2021. 724 funds tracked by Wall St. Rank hold SSNC as of Q2 2026.

  • Spire Wealth Management held 57 shares of SS&C Technologies worth $3.54K as of Q2 2026.
  • Spire Wealth Management sold 30 SS&C Technologies shares in Q2 2026, an estimated $2.04K.
  • SS&C Technologies made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1892 holding.
  • Spire Wealth Management first reported a position in SS&C Technologies in Q1 2021 and has held it in 17 quarters since.
  • Spire Wealth Management's SS&C Technologies position peaked at $196K in Q4 2021.
  • 724 funds tracked by Wall St. Rank held SS&C Technologies as of Q2 2026.

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