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Wealth Alliance’s SPS Commerce SPSC Stock Holding History

Wealth Alliance’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
-1,948
Closed -$265K – 591
2025
Q2 		$265K Buy
1,948
+145
+8% +$20.1K 0.03% 448
2025
Q1 		$239K Buy
1,803
+242
+16% +$38K 0.03% 452
2024
Q4 		$287K Sell
1,561
-225
-13% -$42.2K 0.03% 398
2024
Q3 		$347K Sell
1,786
-69
-4% -$13.5K 0.04% 363
2024
Q2 		$349K Buy
1,855
+169
+10% +$30.9K 0.05% 346
2024
Q1 		$312K Buy
1,686
+12
+0.7% +$2.21K 0.04% 391
2023
Q4 		$324K Buy
1,674
+71
+4% +$12.4K 0.05% 357
2023
Q3 		$273K Sell
1,603
-31
-2% -$5.5K 0.04% 376
2023
Q2 		$314K Sell
1,634
-9
-0.5% -$1.45K 0.05% 366
2023
Q1 		$250K Hold
1,643
– – 0.04% 416
2022
Q4 		$211K Buy
+1,643
New +$212K 0.04% 453
2022
Q2 		– Sell
-1,607
Closed -$211K – 487
2022
Q1 		$211K Buy
+1,607
New +$201K 0.04% 417
2021
Q4 		– Sell
-1,302
Closed -$210K – 461
2021
Q3 		$210K Buy
+1,302
New +$160K 0.05% 399

Other funds holding SPSC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wealth Alliance's SPSC Position: Q3 2025 in Review

Wealth Alliance sold out of SPS Commerce (SPSC) in Q3 2025, closing a stake of 1,948 shares — an estimated $265K sold.

Wealth Alliance first reported a position in SPSC in Q3 2021 and held it in 13 quarters. The position peaked at $349K in Q2 2024. 403 funds tracked by Wall St. Rank hold SPSC as of Q3 2025.

  • Wealth Alliance reported no remaining SPS Commerce position as of Q3 2025 after selling out during the quarter.
  • Wealth Alliance sold 1,948 SPS Commerce shares in Q3 2025, an estimated $265K.
  • Wealth Alliance first reported a position in SPS Commerce in Q3 2021 and held it in 13 quarters.
  • Wealth Alliance's SPS Commerce position peaked at $349K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held SPS Commerce as of Q3 2025.

Based on Wealth Alliance's 13F filing for Q3 2025, filed 7 Nov 2025.