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SPC Financial Inc’s Global X Robotics & Artificial Intelligence ETF BOTZ Stock Holding History

SPC Financial Inc’s Portfolio BOTZ Stock Details BOTZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$539K Sell
15,211
-13,410
-47% -$452K 0.04% 166
2025
Q2 		$934K Buy
28,621
+263
+0.9% +$7.79K 0.08% 117
2025
Q1 		$807K Buy
28,358
+795
+3% +$25.7K 0.07% 126
2024
Q4 		$881K Sell
27,563
-483
-2% -$15.7K 0.08% 119
2024
Q3 		$902K Sell
28,046
-356
-1% -$10.9K 0.08% 116
2024
Q2 		$876K Sell
28,402
-707
-2% -$21.8K 0.08% 108
2024
Q1 		$926K Buy
29,109
+307
+1% +$9.24K 0.09% 109
2023
Q4 		$821K Buy
28,802
+423
+1% +$10.8K 0.08% 107
2023
Q3 		$702K Buy
28,379
+1,509
+6% +$40.7K 0.08% 110
2023
Q2 		$772K Sell
26,870
-263
-1% -$6.98K 0.08% 106
2023
Q1 		$692K Buy
27,133
+934
+4% +$22K 0.08% 108
2022
Q4 		$538K Sell
26,199
-1,353
-5% -$27.2K 0.06% 125
2022
Q3 		$498K Sell
27,552
-635
-2% -$13.4K 0.06% 123
2022
Q2 		$573K Sell
28,187
-215
-0.8% -$5.08K 0.07% 118
2022
Q1 		$824K Sell
28,402
-1,261
-4% -$37.6K 0.1% 89
2021
Q4 		$1.07M Sell
29,663
-51
-0.2% -$1.88K 0.12% 79
2021
Q3 		$1.09M Buy
29,714
+1,699
+6% +$61K 0.13% 72
2021
Q2 		$979K Sell
28,015
-390
-1% -$13.4K 0.12% 73
2021
Q1 		$941K Buy
28,405
+3,025
+12% +$104K 0.12% 71
2020
Q4 		$841K Buy
25,380
+150
+0.6% +$4.59K 0.12% 81
2020
Q3 		$703K Buy
25,230
+220
+0.9% +$5.8K 0.12% 78
2020
Q2 		$597K Buy
25,010
+210
+0.8% +$4.5K 0.12% 81
2020
Q1 		$450K Buy
24,800
+850
+4% +$17.5K 0.11% 92
2019
Q4 		$524K Sell
23,950
-175
-0.7% -$3.7K 0.1% 88
2019
Q3 		$483K Buy
24,125
+325
+1% +$6.35K 0.1% 86
2019
Q2 		$494K Sell
23,800
-960
-4% -$19.6K 0.1% 92
2019
Q1 		$497K Buy
+24,760
New +$468K 0.11% 90
2018
Q4 		– Sell
-23,320
Closed -$534K – 124
2018
Q3 		$534K Hold
23,320
– – 0.11% 89
2018
Q2 		$513K Buy
23,320
+125
+0.5% +$2.92K 0.11% 90
2018
Q1 		$561K Buy
23,195
+225
+1% +$5.66K 0.13% 79
2017
Q4 		$544K Buy
22,970
+575
+3% +$13.5K 0.13% 81
2017
Q3 		$487K Buy
+22,395
New +$452K 0.12% 79

Other funds holding BOTZ

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SPC Financial Inc's BOTZ Position: Q3 2025 in Review

SPC Financial Inc reduced its Global X Robotics & Artificial Intelligence ETF (BOTZ) stake by 47% in Q3 2025, selling an estimated $452K and leaving 15,211 shares worth $539K. The position accounts for 0.04% of the portfolio, ranked #166.

SPC Financial Inc first reported a position in BOTZ in Q3 2017 and has held it in 32 quarters since. The position peaked at $1.09M in Q3 2021. 406 funds tracked by Wall St. Rank hold BOTZ as of Q3 2025.

  • SPC Financial Inc held 15,211 shares of Global X Robotics & Artificial Intelligence ETF worth $539K as of Q3 2025.
  • SPC Financial Inc sold 13,410 Global X Robotics & Artificial Intelligence ETF shares in Q3 2025, an estimated $452K.
  • Global X Robotics & Artificial Intelligence ETF made up 0.04% of SPC Financial Inc's portfolio in Q3 2025, its #166 holding.
  • SPC Financial Inc first reported a position in Global X Robotics & Artificial Intelligence ETF in Q3 2017 and has held it in 32 quarters since.
  • SPC Financial Inc's Global X Robotics & Artificial Intelligence ETF position peaked at $1.09M in Q3 2021.
  • 406 funds tracked by Wall St. Rank held Global X Robotics & Artificial Intelligence ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.