Spire Wealth Management

Position in SSNC — SS&C Technologies Holdings Inc

CIK 1858740 MCLEAN, VA

Position in SSNC

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$3,536

-$2,342 QoQ

Shares Held

-34.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#658

of 719 holders

Holding Since

Mar 2021

17 quarters on record

Technology · as of Jun 30, 2026

Spire Wealth Management holds $12,087,032 across 44 Software - Application names. SSNC ranks #30 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	61,240	$4,419,078
2	SHOP	Shopify Inc.	25,749	$2,940,020
3	MSTR	Strategy Inc	9,763	$848,697
4	CRM	Salesforce, Inc.	3,683	$576,978
5	ADP	Automatic Data Processing Inc	2,570	$575,550
6	ADBE	Adobe Inc.	2,175	$445,918
7	DAVE	Dave Inc./DE	1,032	$384,512
8	CDNS	Cadence Design Systems Inc	806	$302,507

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,536	57	-34.5%	Shares	Sole	2026-07-15
2026-03-31	$5,878	87	-90.0%	Shares	Sole	2026-04-22
2025-12-31	$75,967	869	+1.6%	Shares	Sole	2026-01-14
2025-09-30	$75,889	855	+99.3%	Shares	Sole	2025-10-23
2025-06-30	$35,521	429	-3.2%	Shares	Sole	2025-08-04
2025-03-31	$37,003	443	-4.5%	Shares	Sole	2025-04-23
2024-12-31	$35,161	464	+13.4%	Shares	Sole	2025-01-24
2024-09-30	$30,351	409	0.0%	Shares	Sole	2024-10-15
2024-06-30	$25,632	409	+617.5%	Shares	Sole	2024-07-31
2024-03-31	$3,669	57	-83.1%	Shares	Sole	2024-04-24
2023-12-31	$20,655	338	+13.0%	Shares	Sole	2024-02-06
2023-09-30	$15,709	299	+51.8%	Shares	Sole	2023-11-08
2023-06-30	$11,938	197	+245.6%	Shares	Sole	2023-08-09
2023-03-31	$3,218	57	-97.3%	Shares	Sole	2023-05-09
2022-06-30	$122,759	2,114	-11.4%	Shares	Sole	2022-07-22
2021-12-31	$195,686	2,387	+1.1%	Shares	Sole	2022-01-14
2021-03-31	$164,963	2,361	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.