Schechter Investment Advisors’s Robinson Alternative Yield Pre-merger SPAC ETF SPAX Stock Holding History

Schechter Investment Advisors’s Portfolio SPAX Stock Details SPAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$1.07M	Hold	52,490	–	–	0.09%	224
2024 Q4	$1.06M	Sell	52,490 -7,332	-12%	-$149K	0.08%	235
2024 Q3	$1.21M	Sell	59,822 -4,636	-7%	-$94.5K	0.09%	213
2024 Q2	$1.3M	Sell	64,458 -4,096	-6%	-$83.4K	0.1%	185
2024 Q1	$1.4M	Sell	68,554 -15,040	-18%	-$307K	0.1%	186
2023 Q4	$1.7M	Sell	83,594 -2,647	-3%	-$56.7K	0.15%	135
2023 Q3	$1.85M	Hold	86,241	–	–	0.18%	113
2023 Q2	$1.85M	Sell	86,241 -398	-0.5%	-$8.47K	0.17%	123
2023 Q1	$1.82M	Sell	86,639 -2,502	-3%	-$52.4K	0.17%	122
2022 Q4	$1.83M	Buy	89,141 +746	+0.8%	+$15.5K	0.17%	127
2022 Q3	$1.82M	Sell	88,395 -926	-1%	-$19K	0.18%	111
2022 Q2	$1.84M	Buy	89,321 +72,811	+441%	+$1.49M	0.18%	107
2022 Q1	$339K	Buy	16,510 +6,554	+66%	+$134K	0.03%	656
2021 Q4	$204K	Buy	+9,956	New	+$203K	0.02%	794

Other funds holding SPAX

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schechter Investment Advisors's SPAX Position: Q1 2025 in Review

Schechter Investment Advisors held its Robinson Alternative Yield Pre-merger SPAC ETF (SPAX) position steady in Q1 2025 at 52,490 shares worth $1.07M. The position accounts for 0.09% of the portfolio, ranked #224.

Schechter Investment Advisors first reported a position in SPAX in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.85M in Q3 2023. 6 funds tracked by Wall St. Rank hold SPAX as of Q1 2025.

Schechter Investment Advisors held 52,490 shares of Robinson Alternative Yield Pre-merger SPAC ETF worth $1.07M as of Q1 2025.
Schechter Investment Advisors left its Robinson Alternative Yield Pre-merger SPAC ETF share count unchanged in Q1 2025.
Robinson Alternative Yield Pre-merger SPAC ETF made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #224 holding.
Schechter Investment Advisors first reported a position in Robinson Alternative Yield Pre-merger SPAC ETF in Q4 2021 and has held it in 14 quarters since.
Schechter Investment Advisors's Robinson Alternative Yield Pre-merger SPAC ETF position peaked at $1.85M in Q3 2023.
6 funds tracked by Wall St. Rank held Robinson Alternative Yield Pre-merger SPAC ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.