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SPC Financial Inc’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

SPC Financial Inc’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$1.46M Buy
2,194
+464
+27% +$297K 0.11% 95
2025
Q2 		$1.07M Buy
1,730
+45
+3% +$25.7K 0.09% 107
2025
Q1 		$943K Buy
1,685
+253
+18% +$149K 0.08% 112
2024
Q4 		$839K Sell
1,432
-3
-0.2% -$1.77K 0.07% 129
2024
Q3 		$823K Buy
1,435
+393
+38% +$217K 0.07% 124
2024
Q2 		$567K Buy
1,042
+10
+1% +$5.23K 0.05% 143
2024
Q1 		$540K Sell
1,032
-225
-18% -$112K 0.05% 148
2023
Q4 		$597K Buy
1,257
+471
+60% +$210K 0.06% 134
2023
Q3 		$336K Sell
786
-2
-0.3% -$890 0.04% 173
2023
Q2 		$349K Buy
788
+229
+41% +$96.1K 0.04% 168
2023
Q1 		$229K Hold
559
– – 0.03% 192
2022
Q4 		$214K Buy
+559
New +$215K 0.03% 189
2022
Q2 		– Sell
-518
Closed -$234K – 205
2022
Q1 		$234K Buy
518
+64
+14% +$28.5K 0.03% 171
2021
Q4 		$216K Sell
454
-483
-52% -$222K 0.02% 183
2021
Q3 		$402K Buy
937
+32
+4% +$14.1K 0.05% 125
2021
Q2 		$387K Hold
905
– – 0.05% 124
2021
Q1 		$359K Sell
905
-2
-0.2% -$771 0.05% 125
2020
Q4 		$339K Sell
907
-336
-27% -$119K 0.05% 126
2020
Q3 		$416K Sell
1,243
-201
-14% -$66.6K 0.07% 102
2020
Q2 		$445K Buy
1,444
+1
+0.1% +$293 0.09% 91
2020
Q1 		$372K Buy
1,443
+10
+0.7% +$3.05K 0.09% 96
2019
Q4 		$461K Buy
1,433
+326
+29% +$100K 0.08% 94
2019
Q3 		$329K Sell
1,107
-20
-2% -$5.91K 0.07% 101
2019
Q2 		$330K Hold
1,127
– – 0.07% 110
2019
Q1 		$318K Hold
1,127
– – 0.07% 110
2018
Q4 		$282K Hold
1,127
– – 0.08% 106
2018
Q3 		$328K Buy
1,127
+202
+22% +$57.5K 0.07% 107
2018
Q2 		$251K Hold
925
– – 0.05% 115
2018
Q1 		$243K Sell
925
-800
-46% -$218K 0.06% 111
2017
Q4 		$460K Sell
1,725
-4
-0.2% -$1.04K 0.11% 87
2017
Q3 		$434K Buy
1,729
+22
+1% +$5.42K 0.11% 84
2017
Q2 		$413K Buy
1,707
+507
+42% +$121K 0.11% 79
2017
Q1 		$283K Hold
1,200
– – 0.08% 93
2016
Q4 		$268K Hold
1,200
– – 0.08% 97
2016
Q3 		$260K Hold
1,200
– – 0.08% 108
2016
Q2 		$251K Hold
1,200
– – 0.09% 104
2016
Q1 		$247K Buy
+1,200
New +$234K 0.09% 97
2015
Q4 		– Sell
-1,884
Closed -$361K – 108
2015
Q3 		$361K Sell
1,884
-1,782
-49% -$361K 0.16% 86
2015
Q2 		$755K Hold
3,666
– – 0.21% 69
2015
Q1 		$757K Sell
3,666
-461
-11% -$95.1K 0.21% 70
2014
Q4 		$848K Hold
4,127
– – 0.25% 66
2014
Q3 		$813K Buy
4,127
+61
+2% +$12.1K 0.24% 66
2014
Q2 		$796K Buy
4,066
+360
+10% +$68.4K 0.22% 70
2014
Q1 		$693K Buy
3,706
+50
+1% +$9.18K 0.21% 68
2013
Q4 		$675K Sell
3,656
-160
-4% -$28.3K 0.21% 66
2013
Q3 		$641K Buy
3,816
+160
+4% +$26.8K 0.23% 64
2013
Q2 		$586K Buy
+3,656
New +$589K 0.23% 66

Other funds holding SPY

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SPC Financial Inc increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 27% in Q3 2025, buying an estimated $297K and bringing the position to 2,194 shares worth $1.46M. The position accounts for 0.11% of the portfolio, ranked #95.

SPC Financial Inc first reported a position in SPY in Q2 2013 and has held it in 47 quarters since. 4,246 funds tracked by Wall St. Rank hold SPY as of Q3 2025.

  • SPC Financial Inc held 2,194 shares of State Street SPDR S&P 500 ETF Trust worth $1.46M as of Q3 2025.
  • SPC Financial Inc bought 464 State Street SPDR S&P 500 ETF Trust shares in Q3 2025, an estimated $297K.
  • State Street SPDR S&P 500 ETF Trust made up 0.11% of SPC Financial Inc's portfolio in Q3 2025, its #95 holding.
  • SPC Financial Inc first reported a position in State Street SPDR S&P 500 ETF Trust in Q2 2013 and has held it in 47 quarters since.
  • 4,246 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q3 2025.

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