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Wealthspire Advisors (New York)’s South Plains Financial SPFI Stock Holding History

Wealthspire Advisors (New York)’s Portfolio SPFI Stock Details SPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-222
Closed -$8.58K – 2622
2025
Q3 		$8.58K Buy
+222
New +$8.67K ﹤0.01% 2092

Other funds holding SPFI

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Wealthspire Advisors (New York)'s SPFI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of South Plains Financial (SPFI) in Q4 2025, closing a stake of 222 shares — an estimated $8.58K sold.

Wealthspire Advisors (New York) first reported a position in SPFI in Q3 2025 and held it in 1 quarter. The position peaked at $8.58K in Q3 2025. 126 funds tracked by Wall St. Rank hold SPFI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining South Plains Financial position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 222 South Plains Financial shares in Q4 2025, an estimated $8.58K.
  • Wealthspire Advisors (New York) first reported a position in South Plains Financial in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s South Plains Financial position peaked at $8.58K in Q3 2025.
  • 126 funds tracked by Wall St. Rank held South Plains Financial as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.