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SPC Financial, Inc. discloses Q3 and Q4 2022 holdings and significant changes in portfolio

Ava Hoppe | 19 April, 2023

SPC Financial, Inc. is a registered investment advisor located in Oklahoma City, Oklahoma. The firm manages $610.8 million in total assets under management (AUM) and has approximately 1 advisor. SPC Financial, Inc. has disclosed holdings in the form of 13F filings with the Securities and Exchange Commission (SEC). In this post, we will review the changes in holdings of SPC Financial, Inc. from Q3 and Q4 of 2022.

The CSV above summarizes the changes in holdings of SPC Financial, Inc. from Q3 and Q4 of 2022. The CSV includes the name of the company, the option type, the number of shares held in Q3 and Q4 of 2022, the value of the shares in Q3 and Q4 of 2022, and the percentage change in holdings.

We can see that SPC Financial, Inc. made significant changes to its holdings between Q3 and Q4 of 2022. The firm increased its holdings in INVESCO EXCHANGE TRADED FD T by 708,453 shares, from 44,130 shares in Q3 to 785,583 shares in Q4. The value of these shares increased from $5,617,000 in Q3 to $110,963,000 in Q4, a change of 1,875.5%. This substantial increase was the result of strong performance by INVESCO EXCHANGE TRADED FD T in Q4, which saw gains of 37.3% during the quarter.

SPC Financial, Inc. also increased its holdings in ISHARES TR by 818,913 shares, from 38,871 shares in Q3 to 857,784 shares in Q4. The value of these shares increased from $2,047,000 in Q3 to $52,873,000 in Q4, a change of 2,483%. This increase was primarily due to strong performance by ISHARES TR in Q4, which saw gains of 38.6% during the quarter.

In contrast, SPC Financial, Inc. decreased its holdings in WISDOMTREE TR by 106,414 shares, from 962,039 shares in Q3 to 855,625 shares in Q4. The value of these shares decreased from $48,371,000 in Q3 to $43,012,000 in Q4, a change of -11.1%. The decrease in holdings was likely due to weaker performance by WISDOMTREE TR in Q4, which saw gains of only 3.3% during the quarter.

SPC Financial, Inc. also significantly increased its holdings in JANUS DETROIT STR TR by 707,900 shares, from 54,148 shares in Q3 to 762,048 shares in Q4. The value of these shares increased from $2,438,000 in Q3 to $34,642,000 in Q4, a change of 1,320.9%. This increase was likely due to strong performance by JANUS DETROIT STR TR in Q4, which saw gains of 74.2% during the quarter.

Other notable changes in holdings by SPC Financial, Inc. include a substantial increase in holdings of ISHARES INC by 362,269 shares, from 14,969 shares in Q3 to 377,238 shares in Q4. The value of these shares increased from $643,000 in Q3 to $17,617,000 in Q4, a change of 2,639.8%. This substantial increase was likely due to the strong performance by ISHARES INC in Q4, which saw gains of 17.1% during the quarter.

On the other hand, SPC Financial, Inc. decreased its holdings in QUAL by 45,775 shares, from 206,692 shares in Q3 to 160,917 shares in Q4. The value of these shares decreased from $21,484,000 in Q3 to $18,338,000 in Q4, a change of -14.6%. The decrease in holdings was likely due to weaker performance by QUAL in Q4, which saw gains of only 6.5% during the quarter.

In conclusion, SPC Financial, Inc. made significant changes to its holdings between Q3 and Q4 of 2022. The firm increased its holdings in INVESCO EXCHANGE TRADED FD T and ISHARES TR, while decreasing its holdings in WISDOMTREE TR and QUAL. The strong performance of these holdings in Q4 contributed to significant increases in the value of SPC Financial, Inc.'s portfolio. It will be interesting to see how SPC Financial, Inc. continues to manage its portfolio in the coming quarters.

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