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SPC Financial Inc’s ROBO Global Robotics & Automation Index ETF ROBO Stock Holding History

SPC Financial Inc’s Portfolio ROBO Stock Details ROBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,274
Closed -$913K – 287
2025
Q2 		$913K Sell
15,274
-310
-2% -$16.6K 0.08% 122
2025
Q1 		$803K Buy
15,584
+608
+4% +$34.8K 0.07% 130
2024
Q4 		$843K Buy
14,976
+40
+0.3% +$2.27K 0.07% 128
2024
Q3 		$852K Buy
14,936
+169
+1% +$9.24K 0.08% 121
2024
Q2 		$814K Sell
14,767
-435
-3% -$24.3K 0.08% 112
2024
Q1 		$891K Buy
15,202
+363
+2% +$20.5K 0.08% 111
2023
Q4 		$850K Buy
14,839
+562
+4% +$28.7K 0.09% 105
2023
Q3 		$719K Buy
14,277
+1,382
+11% +$75.9K 0.08% 108
2023
Q2 		$755K Sell
12,895
-361
-3% -$19.8K 0.08% 110
2023
Q1 		$725K Buy
13,256
+940
+8% +$49K 0.08% 105
2022
Q4 		$571K Sell
12,316
-1,917
-13% -$87.5K 0.07% 121
2022
Q3 		$588K Buy
14,233
+193
+1% +$9.13K 0.07% 111
2022
Q2 		$631K Buy
14,040
+661
+5% +$33K 0.08% 111
2022
Q1 		$780K Sell
13,379
-573
-4% -$34.9K 0.09% 96
2021
Q4 		$978K Sell
13,952
-540
-4% -$36.9K 0.11% 81
2021
Q3 		$933K Buy
14,492
+207
+1% +$13.8K 0.12% 78
2021
Q2 		$932K Sell
14,285
-100
-0.7% -$6.41K 0.11% 77
2021
Q1 		$914K Buy
14,385
+270
+2% +$17.8K 0.12% 75
2020
Q4 		$859K Buy
14,115
+2,085
+17% +$113K 0.12% 78
2020
Q3 		$579K Hold
12,030
– – 0.1% 88
2020
Q2 		$523K Buy
12,030
+310
+3% +$12.3K 0.11% 85
2020
Q1 		$394K Hold
11,720
– – 0.1% 94
2019
Q4 		$492K Hold
11,720
– – 0.09% 91
2019
Q3 		$449K Buy
11,720
+100
+0.9% +$3.78K 0.09% 89
2019
Q2 		$464K Sell
11,620
-425
-4% -$16.7K 0.09% 93
2019
Q1 		$467K Buy
+12,045
New +$445K 0.1% 92
2018
Q4 		– Sell
-7,460
Closed -$312K – 136
2018
Q3 		$312K Buy
7,460
+210
+3% +$8.64K 0.06% 113
2018
Q2 		$290K Buy
7,250
+420
+6% +$17.4K 0.06% 109
2018
Q1 		$286K Buy
6,830
+410
+6% +$17.8K 0.07% 106
2017
Q4 		$265K Buy
+6,420
New +$260K 0.06% 111

Other funds holding ROBO

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GF
Gray Foundation Cohoes, New York $397M AUM 32.69% 1-Year Est. Return
BFO
Biltmore Family Office Charlotte, North Carolina $716M AUM 21.09% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MLCM
M & L Capital Management London, United Kingdom $370M AUM 165.61% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

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

SPC Financial Inc sold out of ROBO Global Robotics & Automation Index ETF (ROBO) in Q3 2025, closing a stake of 15,274 shares — an estimated $913K sold.

SPC Financial Inc first reported a position in ROBO in Q4 2017 and held it in 30 quarters. The position peaked at $978K in Q4 2021. 222 funds tracked by Wall St. Rank hold ROBO as of Q3 2025.

  • SPC Financial Inc reported no remaining ROBO Global Robotics & Automation Index ETF position as of Q3 2025 after selling out during the quarter.
  • SPC Financial Inc sold 15,274 ROBO Global Robotics & Automation Index ETF shares in Q3 2025, an estimated $913K.
  • SPC Financial Inc first reported a position in ROBO Global Robotics & Automation Index ETF in Q4 2017 and held it in 30 quarters.
  • SPC Financial Inc's ROBO Global Robotics & Automation Index ETF position peaked at $978K in Q4 2021.
  • 222 funds tracked by Wall St. Rank held ROBO Global Robotics & Automation Index ETF as of Q3 2025.

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