$824 Million is the total value of SPC Financial, Inc.'s 167 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IYG | New | ISHARES TRu.s. fin svc etf | $18,918,000 | – | 102,134 | +100.0% | 2.30% | – |
| IAI | New | ISHARES TRus br del se etf | $18,904,000 | – | 185,207 | +100.0% | 2.29% | – |
| DOCU | New | DOCUSIGN INC | $1,075,000 | – | 3,846 | +100.0% | 0.13% | – |
| STX | New | SEAGATE TECHNOLOGY HLDNGS PL | $334,000 | – | 3,800 | +100.0% | 0.04% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $230,000 | – | 1,590 | +100.0% | 0.03% | – |
| TAN | New | INVESCO EXCH TRADED FD TR IIsolar etf | $228,000 | – | 2,553 | +100.0% | 0.03% | – |
| FAN | New | FIRST TR EXCHANGE-TRADED FDgbl wnd enrg etf | $220,000 | – | 10,246 | +100.0% | 0.03% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-07-29
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 42 | Q3 2023 | 3.8% |
| ISHARES TR | 42 | Q3 2023 | 3.9% |
| ISHARES TR | 42 | Q3 2023 | 4.0% |
| ISHARES TR | 42 | Q3 2023 | 3.2% |
| ISHARES TR | 42 | Q3 2023 | 3.3% |
| ISHARES TR | 42 | Q3 2023 | 2.8% |
| ISHARES TR | 42 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 42 | Q3 2023 | 1.7% |
| PROCTER & GAMBLE CO | 42 | Q3 2023 | 1.5% |
| AT&T INC | 42 | Q3 2023 | 1.4% |
View SPC Financial, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-03 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-03 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-01-31 |
View SPC Financial, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.