13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001415201
Total reported value
$1.3B
$1.3B
259 檔
24.0%
As reported in its official Q4 2024 Form 13F filing, SPC Financial, Inc.'s tracked investment portfolio stood at $1.3B with 259 total positions.
During Q4 2024, SPC Financial, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including TFLO, RSP, GSEW) accounted for 24.0% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 259 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | TFLO | Ishares Treasury Floating Ra | ETF-Gov Bonds | 7.04% | +0.83% | +878.72% | |
| 2 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 6.52% | +1.35% | +1.81% | |
| 3 | GSEW | Goldman Sachs Eql Wght Large | ETF-Commodities | 6.14% | -5.61% | +3.37% | |
| 4 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 4.06% | — | +31.71% | |
| 5 | IQDG | Wisdomtree Intl Qlty Dvd Grw | ETF-Other | 3.00% | +0.15% | +5.30% | |
| 6 | JMBS | Janus Henderson Mortg Backed | ETF-Other | 2.97% | -0.23% | +1.84% | |
| 7 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.90% | -0.01% | +1.25% | |
| 8 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.33% | +0.01% | +2.26% | |
| 9 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.27% | +0.06% | +2.06% | |
| 10 | JAAA | Janus Henderson Aaa Clo ETF | ETF-Other | 2.25% | — | +2.26% | |
| 11 | JCPB | Jpmorgan Core Plus Bond ETF | ETF-Other | 2.14% | — | +3.19% | |
| 12 | IAI | Ishares U.s. Broker-dealers | ETF-Other | 2.13% | +0.25% | +28.54% | |
| 13 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.10% | +0.21% | -1.45% | |
| 14 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.87% | -1.53% | -0.46% | |
| 15 | IAK | Ishares U.s. Insurance ETF | ETF-Other | 1.85% | -0.36% | +0.26% | |
| 16 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.79% | — | +1.85% | |
| 17 | ILCV | Ishares Morningstar Value Et | ETF-Other | 1.76% | -0.05% | +2.39% | |
| 18 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 1.76% | +0.26% | -1.79% | |
| 19 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.76% | +0.05% | +2.12% | |
| 20 | ITA | Ishares U.s. Aerospace & Def | ETF-Other | 1.67% | +0.68% | +0.97% | |
| 21 | IGV | Ishares Expanded Tech-softwa | ETF-Tech | 1.64% | +0.31% | +2.05% | |
| 22 | AAPL | Apple Inc | Stock-Tech | 1.54% | +0.04% | +22.99% | |
| 23 | IYC | Ishares US Consumer Discreti | ETF-Other | 1.50% | +0.09% | +3152.17% | |
| 24 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 1.40% | -1.26% | +2710.85% | |
| 25 | VB | Vanguard Small-cap ETF | ETF-Other | 1.12% | -1.31% | +1734.28% | |
| 26 | MSFT | Microsoft CORP | Stock-Tech | 1.07% | +0.23% | +6.29% | |
| 27 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.18% | +7.55% | |
| 28 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-Other | 0.82% | — | — | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.78% | — | -1.15% | |
| 30 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.78% | +0.08% | +10.47% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.77% | +0.09% | +2.74% | |
| 32 | SSUS | Day Hagan Smart Sector ETF | ETF-Other | 0.77% | — | +42.12% | |
| 33 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.76% | -0.73% | +0.31% | |
| 34 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 0.74% | +0.08% | -22.56% | |
| 35 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.74% | -4.60% | -86.23% | |
| 36 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.67% | +0.15% | — | |
| 37 | MSI | Motorola Solutions Inc | Stock-Tech | 0.67% | — | +0.27% | |
| 38 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.66% | — | -3.95% | |
| 39 | FV | First Trust Dw Focus 5 Fund | ETF-Other | 0.60% | +0.08% | +9.24% | |
| 40 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | +0.09% | +9.13% | |
| 41 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 0.56% | — | -0.03% | |
| 42 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.56% | — | +7.64% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.50% | — | +2.65% | |
| 44 | DVY | Ishares Select Dividend ETF | ETF-Other | 0.48% | -0.19% | -3.07% | |
| 45 | RSG | Republic Services Inc | Stock-Industrials | 0.45% | — | +1.30% | |
| 46 | AIRR | First Trust Rba American Ind | ETF-Other | 0.44% | +0.18% | -14.23% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.43% | — | +0.73% | |
| 48 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 0.43% | — | +4.02% | |
| 49 | KIE | Ss Spdr S&p Insurance ETF | ETF-Other | 0.43% | -0.48% | EXIT | |
| 50 | SKYY | First Trust Cloud Computing | ETF-Other | 0.43% | +0.15% | — |
According to official SEC Form 13F filings, SPC Financial, Inc. reported a total U.S. public equity portfolio value of $1.3B across 259 disclosed positions in Q4 2024.
During Q4 2024, SPC Financial, Inc.'s top holdings by market value included TFLO (7.0%)、RSP (6.5%)、GSEW (6.1%). The largest single position, TFLO, represented 7.0% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q4 2024, SPC Financial, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.