MSFS
SPXZ

Main Street Financial Solutions’s Morgan Creek Exos SPAC Originated ETF SPXZ Stock Holding History

Main Street Financial Solutions’s Portfolio SPXZ Stock Details SPXZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-18,400
Closed -$324K – 500
2021
Q3 		$324K Sell
18,400
-2,350
-11% -$42.9K 0.05% 349
2021
Q2 		$433K Buy
20,750
+4,050
+24% +$81.5K 0.07% 271
2021
Q1 		$350K Buy
+16,700
New +$405K 0.06% 289

Other funds holding SPXZ

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Main Street Financial Solutions's SPXZ Position: Q4 2021 in Review

Main Street Financial Solutions sold out of Morgan Creek Exos SPAC Originated ETF (SPXZ) in Q4 2021, closing a stake of 18,400 shares — an estimated $324K sold.

Main Street Financial Solutions first reported a position in SPXZ in Q1 2021 and held it in 3 quarters. The position peaked at $433K in Q2 2021. 8 funds tracked by Wall St. Rank hold SPXZ as of Q4 2021.

  • Main Street Financial Solutions reported no remaining Morgan Creek Exos SPAC Originated ETF position as of Q4 2021 after selling out during the quarter.
  • Main Street Financial Solutions sold 18,400 Morgan Creek Exos SPAC Originated ETF shares in Q4 2021, an estimated $324K.
  • Main Street Financial Solutions first reported a position in Morgan Creek Exos SPAC Originated ETF in Q1 2021 and held it in 3 quarters.
  • Main Street Financial Solutions's Morgan Creek Exos SPAC Originated ETF position peaked at $433K in Q2 2021.
  • 8 funds tracked by Wall St. Rank held Morgan Creek Exos SPAC Originated ETF as of Q4 2021.

Based on Main Street Financial Solutions's 13F filing for Q4 2021, filed 8 Feb 2022.