SPC FINANCIAL INC
Q3 2025 Form 13-F
ROCKVILLE, MARYLAND
CIK 0001415201
· CRD 104618
· Institutional investment manager
$1.3B Reported Value Total
SPC FINANCIAL INC reports 4,180 total accounts under management (AUM). There are 4,164 discretionary accounts valued at $1,389,001,021, and 16 non-discretionary accounts valued at $3,087,038.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Discretionary & Non-Discretionary
Source: Form ADV filed 2025-03-28
Reported value
$1.3B
Quarter over quarter
+5.1%
Holdings
278
Top-10 concentration
35.9%
Key People
Form ADV owners & control persons
Edward Geoffrey Sella
CEO
Daniel Abraham Ball
GENERAL COUNSEL AND CCO
William Gregory Chatfield
SECRETARY
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
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Q3 2025 13F record
Q3 2025 13F filing summary
| Period of report | September 30, 2025 |
|---|---|
| Filed | November 05, 2025 |
| Form | 13F-HR |
| Reported value | $1.3B |
| Positions | 278 |
| Change in reported value | +7.2% |
| New positions | 28 |
| Exited positions | 12 |
| Position turnover | 13.8% |
| Top-10 concentration | 35.9% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q3 2025 13F
Filed Nov 5, 2025
|
278 | $1.3B |
|
Q2 2025 13F
Filed Jul 25, 2025
|
262 | $1.2B |
|
Q1 2025 13F
Filed May 8, 2025
|
261 | $1.1B |
|
Q4 2024 13F
Filed Feb 6, 2025
|
259 | $1.1B |
|
Q3 2024 13F
Filed Oct 16, 2024
|
252 | $1.1B |
|
Q2 2024 13F
Filed Aug 2, 2024
|
243 | $1.1B |
|
Q1 2024 13F
Filed May 3, 2024
|
228 | $1.1B |
|
Q4 2023 13F
Filed Feb 5, 2024
|
223 | $981.3M |
|
Q3 2023 13F
Filed Nov 9, 2023
|
207 | $891.2M |
|
Q2 2023 13F
Filed Aug 3, 2023
|
216 | $924.3M |
|
Q1 2023 13F
Filed May 9, 2023
|
203 | $876.8M |
|
Q4 2022 13F
Filed Feb 1, 2023
|
196 | $845.6M |
|
Q3 2022 13F
Filed Oct 27, 2022
|
188 | $803.2M |
|
Q2 2022 13F
Filed Aug 3, 2022
|
189 | $810.2M |
|
Q1 2022 13F
Filed May 2, 2022
|
188 | $861.6M |
|
Q4 2021 13F
Filed Jan 31, 2022
|
190 | $896.4M |
|
Q3 2021 13F
Filed Nov 5, 2021
|
172 | $807.4M |
|
Q2 2021 13F
Filed Jul 29, 2021
|
167 | $824.3M |
|
Q1 2021 13F
Filed Apr 22, 2021
|
165 | $758.1M |
|
Q4 2020 13F
Filed Jan 29, 2021
|
158 | $710.9M |
30 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q3 2025
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | RSP INVESCO EXCHANGE TRADED FD T | $100.6M | 7.86% |
| 2 | SPDW SPDR INDEX SHS FDS | $69.4M | 5.42% |
| 3 | IQDG WISDOMTREE TR | $43.7M | 3.41% |
| 4 | TFLO ISHARES TR | $42.7M | 3.33% |
| 5 | USFR WISDOMTREE TR | $39.4M | 3.08% |
| 6 | JMBS JANUS DETROIT STR TR | $38.0M | 2.97% |
| 7 | QUAL ISHARES TR | $35.7M | 2.79% |
| 8 | ITA ISHARES TR | $31.3M | 2.44% |
| 9 | IAI ISHARES TR | $29.9M | 2.34% |
| 10 | IJT ISHARES TR | $28.2M | 2.21% |
| 11 | IGV ISHARES TR | $28.1M | 2.2% |
| 12 | JAAA JANUS DETROIT STR TR | $28.0M | 2.19% |
| 13 | JCPB J P MORGAN EXCHANGE TRADED F | $27.7M | 2.16% |
| 14 | IJS ISHARES TR | $27.4M | 2.14% |
| 15 | IVW ISHARES TR | $27.1M | 2.12% |
| 16 | IEMG ISHARES INC | $27.1M | 2.11% |
| 17 | SPYM SPDR SERIES TRUST | $25.3M | 1.98% |
| 18 | ILCV ISHARES TR | $22.1M | 1.73% |
| 19 | IJK ISHARES TR | $21.6M | 1.69% |
| 20 | IJJ ISHARES TR | $21.4M | 1.67% |
Values as reported on the Q3 2025 Form 13F. Every position is in the holdings table below.