WAG
SPSC icon

Wallace Advisory Group’s SPS Commerce SPSC Stock Holding History

Wallace Advisory Group’s Portfolio SPSC Stock Details SPSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,073
Closed -$275K – 182
2025
Q2 		$275K Buy
2,073
+48
+2% +$6.65K 0.2% 143
2025
Q1 		$373K Sell
2,025
-27
-1% -$4.25K 0.26% 111
2024
Q4 		$398K Sell
2,052
-167
-8% -$31.3K 0.28% 98
2024
Q3 		$418K Hold
2,219
– – 0.31% 90
2024
Q2 		$418K Sell
2,219
-138
-6% -$25.3K 0.3% 92
2024
Q1 		$457K Sell
2,357
-174
-7% -$32.1K 0.34% 83
2023
Q4 		$432K Sell
2,531
-197
-7% -$34.4K 0.34% 77
2023
Q3 		$524K Sell
2,728
-60
-2% -$10.7K 0.38% 63
2023
Q2 		$425K Hold
2,788
– – 0.32% 86
2023
Q1 		$425K Buy
2,788
+390
+16% +$55.3K 0.32% 86
2022
Q4 		$308K Buy
+2,398
New +$309K 0.24% 114

Other funds holding SPSC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return