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SPC Financial Inc’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

SPC Financial Inc’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$101M Buy
530,389
+164,251
+45% +$30.6M 7.86% 1
2025
Q2 		$66.5M Sell
366,138
-61,469
-14% -$10.6M 5.57% 2
2025
Q1 		$74.1M Buy
427,607
+1,061
+0.2% +$189K 6.51% 1
2024
Q4 		$74.7M Buy
426,546
+7,574
+2% +$1.37M 6.52% 2
2024
Q3 		$75.1M Sell
418,972
-12,501
-3% -$2.14M 6.61% 1
2024
Q2 		$70.9M Buy
431,473
+1,754
+0.4% +$289K 6.56% 1
2024
Q1 		$72.8M Buy
429,719
+133,340
+45% +$21.4M 6.84% 1
2023
Q4 		$46.8M Sell
296,379
-137,973
-32% -$20M 4.77% 3
2023
Q3 		$61.5M Buy
434,352
+389,294
+864% +$58.2M 6.91% 2
2023
Q2 		$6.74M Sell
45,058
-2,196
-5% -$316K 0.73% 31
2023
Q1 		$6.83M Sell
47,254
-738,329
-94% -$108M 0.78% 30
2022
Q4 		$111M Buy
785,583
+741,453
+1,680% +$104M 13.12% 1
2022
Q3 		$5.62M Sell
44,130
-542
-1% -$76.4K 0.7% 29
2022
Q2 		$6M Sell
44,672
-775,602
-95% -$113M 0.74% 27
2022
Q1 		$129M Buy
820,274
+24,917
+3% +$3.89M 15.01% 1
2021
Q4 		$129M Buy
795,357
+19,233
+2% +$3.04M 14.44% 1
2021
Q3 		$116M Buy
776,124
+20,871
+3% +$3.2M 14.4% 1
2021
Q2 		$114M Buy
755,253
+43,729
+6% +$6.51M 13.81% 1
2021
Q1 		$101M Buy
711,524
+30,337
+4% +$4.09M 13.3% 1
2020
Q4 		$86.9M Buy
681,187
+113,520
+20% +$13.5M 12.22% 1
2020
Q3 		$61.4M Buy
567,667
+511,038
+902% +$55.2M 10.58% 1
2020
Q2 		$5.76M Sell
56,629
-214,834
-79% -$20.7M 1.2% 23
2020
Q1 		$22.8M Sell
271,463
-476,376
-64% -$50.6M 5.82% 1
2019
Q4 		$86.5M Buy
747,839
+20,177
+3% +$2.24M 15.84% 1
2019
Q3 		$78.6M Buy
727,662
+17,239
+2% +$1.85M 16.62% 1
2019
Q2 		$76.6M Buy
710,423
+20,893
+3% +$2.21M 15.42% 1
2019
Q1 		$72M Buy
689,530
+564,600
+452% +$56.9M 15.42% 1
2018
Q4 		$11.4M Sell
124,930
-616,129
-83% -$61.1M 3.15% 10
2018
Q3 		$79.2M Buy
741,059
+13,583
+2% +$1.44M 15.84% 1
2018
Q2 		$74.1M Buy
727,476
+12,510
+2% +$1.27M 16.18% 1
2018
Q1 		$71.1M Buy
714,966
+25,774
+4% +$2.64M 16.21% 1
2017
Q4 		$69.6M Buy
689,192
+20,009
+3% +$1.96M 16.12% 1
2017
Q3 		$63.9M Sell
669,183
-86,226
-11% -$8.07M 15.83% 1
2017
Q2 		$70M Buy
755,409
+31,909
+4% +$2.93M 18.55% 1
2017
Q1 		$65.7M Buy
723,500
+37,926
+6% +$3.4M 18.36% 1
2016
Q4 		$59.4M Buy
685,574
+92,229
+16% +$7.79M 18.1% 1
2016
Q3 		$49.6M Buy
593,345
+142,163
+32% +$11.8M 15.95% 1
2016
Q2 		$36.3M Buy
451,182
+67,415
+18% +$5.36M 13.1% 1
2016
Q1 		$30.1M Buy
383,767
+378,475
+7,152% +$27.8M 11.45% 1
2015
Q4 		$406K Sell
5,292
-2,613
-33% -$203K 0.16% 79
2015
Q3 		$581K Sell
7,905
-703,518
-99% -$54.8M 0.25% 65
2015
Q2 		$56.8M Buy
711,423
+36,008
+5% +$2.95M 15.91% 1
2015
Q1 		$54.7M Buy
675,415
+53,449
+9% +$4.3M 15.04% 1
2014
Q4 		$49.8M Buy
621,966
+83,532
+16% +$6.49M 14.49% 1
2014
Q3 		$40.8M Buy
538,434
+24,831
+5% +$1.91M 11.84% 1
2014
Q2 		$39.4M Buy
513,603
+14,452
+3% +$1.07M 11.02% 1
2014
Q1 		$36.4M Buy
499,151
+62,576
+14% +$4.46M 11.07% 1
2013
Q4 		$31.1M Buy
436,575
+78,390
+22% +$5.36M 9.73% 1
2013
Q3 		$23.4M Buy
358,185
+13,575
+4% +$875K 8.29% 2
2013
Q2 		$21.1M Buy
+344,610
New +$21.1M 8.17% 2

Other funds holding RSP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TPSF
Texas Permanent School Fund Austin, Texas $2.7B AUM 6.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SPC Financial Inc increased its Invesco S&P 500 Equal Weight ETF (RSP) stake by 45% in Q3 2025, buying an estimated $30.6M and bringing the position to 530,389 shares worth $101M. The position accounts for 7.86% of the portfolio, ranked #1.

SPC Financial Inc first reported a position in RSP in Q2 2013 and has held it in 50 quarters since. The position peaked at $129M in Q4 2021. 1,948 funds tracked by Wall St. Rank hold RSP as of Q3 2025.

  • SPC Financial Inc held 530,389 shares of Invesco S&P 500 Equal Weight ETF worth $101M as of Q3 2025.
  • SPC Financial Inc bought 164,251 Invesco S&P 500 Equal Weight ETF shares in Q3 2025, an estimated $30.6M.
  • Invesco S&P 500 Equal Weight ETF made up 7.86% of SPC Financial Inc's portfolio in Q3 2025, its #1 holding.
  • SPC Financial Inc first reported a position in Invesco S&P 500 Equal Weight ETF in Q2 2013 and has held it in 50 quarters since.
  • SPC Financial Inc's Invesco S&P 500 Equal Weight ETF position peaked at $129M in Q4 2021.
  • 1,948 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q3 2025.

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