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SPC Financial Inc’s J.M. Smucker SJM Stock Holding History

SPC Financial Inc’s Portfolio SJM Stock Details SJM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$210K Buy
+1,938
New +$210K 0.02% 264
2025
Q2 		– Sell
-1,904
Closed -$225K – 274
2025
Q1 		$225K Buy
1,904
+84
+5% +$9.07K 0.02% 239
2024
Q4 		$200K Sell
1,820
-100
-5% -$11.5K 0.02% 249
2024
Q3 		$233K Buy
+1,920
New +$226K 0.02% 234
2023
Q3 		– Sell
-1,490
Closed -$220K – 219
2023
Q2 		$220K Buy
1,490
+200
+16% +$30.5K 0.02% 205
2023
Q1 		$203K Sell
1,290
-12
-0.9% -$1.82K 0.02% 199
2022
Q4 		$206K Buy
+1,302
New +$194K 0.02% 191
2018
Q2 		– Sell
-5,130
Closed -$636K – 132
2018
Q1 		$636K Hold
5,130
– – 0.14% 75
2017
Q4 		$637K Hold
5,130
– – 0.15% 74
2017
Q3 		$538K Buy
5,130
+160
+3% +$18.3K 0.13% 76
2017
Q2 		$588K Sell
4,970
-600
-11% -$75.8K 0.16% 65
2017
Q1 		$730K Buy
5,570
+805
+17% +$109K 0.2% 58
2016
Q4 		$610K Buy
4,765
+40
+0.8% +$5.18K 0.19% 58
2016
Q3 		$640K Hold
4,725
– – 0.21% 63
2016
Q2 		$720K Hold
4,725
– – 0.26% 65
2016
Q1 		$613K Buy
+4,725
New +$596K 0.23% 66
2014
Q1 		– Sell
-7,720
Closed -$800K – 105
2013
Q4 		$800K Sell
7,720
-7,546
-49% -$800K 0.25% 63
2013
Q3 		$1.6M Sell
15,266
-50
-0.3% -$5.41K 0.57% 48
2013
Q2 		$1.58M Buy
+15,316
New +$1.56M 0.61% 44

Other funds holding SJM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

SPC Financial Inc opened a new position in J.M. Smucker (SJM) in Q3 2025: 1,938 shares worth $210K. The stake represents 0.02% of the portfolio and ranks #264 among its holdings. This is a return to the name: SPC Financial Inc previously reported a position in SJM as recently as Q1 2025.

SPC Financial Inc first reported a position in SJM in Q2 2013 and has held it in 19 quarters since. The position peaked at $1.6M in Q3 2013. 807 funds tracked by Wall St. Rank hold SJM as of Q3 2025.

  • SPC Financial Inc held 1,938 shares of J.M. Smucker worth $210K as of Q3 2025.
  • J.M. Smucker was a new SPC Financial Inc position in Q3 2025.
  • J.M. Smucker made up 0.02% of SPC Financial Inc's portfolio in Q3 2025, its #264 holding.
  • SPC Financial Inc first reported a position in J.M. Smucker in Q2 2013 and has held it in 19 quarters since.
  • SPC Financial Inc's J.M. Smucker position peaked at $1.6M in Q3 2013.
  • 807 funds tracked by Wall St. Rank held J.M. Smucker as of Q3 2025.

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