SPC Financial Inc’s Goldman Sachs Equal Weight US Large Cap Equity ETF GSEW Stock Holding History

SPC Financial Inc’s Portfolio GSEW Stock Details GSEW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$7.46M	Sell	87,693 -4,305	-5%	-$359K	0.58%	42
2025 Q2	$7.5M	Sell	91,998 -833,558	-90%	-$64M	0.63%	39
2025 Q1	$70.4M	Buy	925,556 +14,259	+2%	+$1.12M	6.19%	2
2024 Q4	$70.4M	Buy	911,297 +29,721	+3%	+$2.36M	6.14%	3
2024 Q3	$68.3M	Buy	881,576 +7,636	+0.9%	+$564K	6.02%	2
2024 Q2	$62.2M	Buy	873,940 +21,073	+2%	+$1.49M	5.76%	3
2024 Q1	$62.1M	Buy	852,867 +47,562	+6%	+$3.27M	5.83%	3
2023 Q4	$54M	Buy	805,305 +724,251	+894%	+$44.7M	5.5%	2
2023 Q3	$4.84M	Sell	81,054 -395	-0.5%	-$24.7K	0.54%	34
2023 Q2	$5.09M	Buy	81,449 +19,679	+32%	+$1.18M	0.55%	35
2023 Q1	$3.72M	Buy	61,770 +675	+1%	+$40.7K	0.42%	35
2022 Q4	$3.54M	Buy	61,095 +2,000	+3%	+$116K	0.42%	39
2022 Q3	$3.15M	Buy	59,095 +3,025	+5%	+$178K	0.39%	39
2022 Q2	$3.11M	Buy	56,070 +3,540	+7%	+$215K	0.38%	39
2022 Q1	$3.53M	Buy	52,530 +2,305	+5%	+$153K	0.41%	37
2021 Q4	$3.59M	Buy	50,225 +1,360	+3%	+$95.7K	0.4%	44
2021 Q3	$3.27M	Buy	48,865 +2,125	+5%	+$146K	0.4%	42
2021 Q2	$3.14M	Buy	46,740 +2,985	+7%	+$196K	0.38%	45
2021 Q1	$2.73M	Buy	43,755 +1,700	+4%	+$102K	0.36%	44
2020 Q4	$2.43M	Buy	42,055 +1,750	+4%	+$94.7K	0.34%	49
2020 Q3	$2M	Buy	40,305 +1,350	+3%	+$66.5K	0.35%	48
2020 Q2	$1.81M	Sell	38,955 -219,148	-85%	-$9.6M	0.38%	51
2020 Q1	$9.85M	Buy	258,103 +232,805	+920%	+$11M	2.51%	15
2019 Q4	$1.28M	Buy	25,298 +3,720	+17%	+$181K	0.23%	60
2019 Q3	$1.02M	Buy	21,578 +1,040	+5%	+$48.9K	0.22%	64
2019 Q2	$964K	Buy	20,538 +5,533	+37%	+$254K	0.19%	65
2019 Q1	$678K	Sell	15,005 -19,470	-56%	-$849K	0.15%	81
2018 Q4	$1.36M	Buy	+34,475	New	+$1.47M	0.37%	47

Other funds holding GSEW

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Members Trust Tampa, Florida $3.01B AUM 10.24% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

ACA

Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return

CFG

CKW Financial Group Honolulu, Hawaii $917M AUM 18.41% 1-Year Est. Return

GLR

Great Lakes Retirement Sandusky, Ohio $967M AUM 25.11% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

GWANC

Guardian Wealth Advisors (North Carolina) Raleigh, North Carolina $1.59B AUM 15.17% 1-Year Est. Return

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

SPC Financial Inc reduced its Goldman Sachs Equal Weight US Large Cap Equity ETF (GSEW) stake by 4.7% in Q3 2025, selling an estimated $359K and leaving 87,693 shares worth $7.46M. The position accounts for 0.58% of the portfolio, ranked #42.

SPC Financial Inc first reported a position in GSEW in Q4 2018 and has held it in 28 quarters since. The position peaked at $70.4M in Q1 2025. 152 funds tracked by Wall St. Rank hold GSEW as of Q3 2025.

SPC Financial Inc held 87,693 shares of Goldman Sachs Equal Weight US Large Cap Equity ETF worth $7.46M as of Q3 2025.
SPC Financial Inc sold 4,305 Goldman Sachs Equal Weight US Large Cap Equity ETF shares in Q3 2025, an estimated $359K.
Goldman Sachs Equal Weight US Large Cap Equity ETF made up 0.58% of SPC Financial Inc's portfolio in Q3 2025, its #42 holding.
SPC Financial Inc first reported a position in Goldman Sachs Equal Weight US Large Cap Equity ETF in Q4 2018 and has held it in 28 quarters since.
SPC Financial Inc's Goldman Sachs Equal Weight US Large Cap Equity ETF position peaked at $70.4M in Q1 2025.
152 funds tracked by Wall St. Rank held Goldman Sachs Equal Weight US Large Cap Equity ETF as of Q3 2025.

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