R Squared’s South Plains Financial SPFI Stock Holding History

R Squared’s Portfolio SPFI Stock Details SPFI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-90	Closed	-$3.13K	–	1330
2024 Q4	$3.13K	Buy	+90	New	+$3.27K	﹤0.01%	1404

Other funds holding SPFI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

KTA

Keeley-Teton Advisors Chicago, Illinois $825M AUM 5.4% 1-Year Est. Return

R Squared's SPFI Position: Q1 2025 in Review

R Squared sold out of South Plains Financial (SPFI) in Q1 2025, closing a stake of 90 shares — an estimated $3.13K sold.

R Squared first reported a position in SPFI in Q4 2024 and held it in 1 quarter. The position peaked at $3.13K in Q4 2024. 111 funds tracked by Wall St. Rank hold SPFI as of Q1 2025.

R Squared reported no remaining South Plains Financial position as of Q1 2025 after selling out during the quarter.
R Squared sold 90 South Plains Financial shares in Q1 2025, an estimated $3.13K.
R Squared first reported a position in South Plains Financial in Q4 2024 and held it in 1 quarter.
R Squared's South Plains Financial position peaked at $3.13K in Q4 2024.
111 funds tracked by Wall St. Rank held South Plains Financial as of Q1 2025.

Based on R Squared's 13F filing for Q1 2025, filed 9 May 2025.