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Disclosery

SPC Financial, Inc.: XLE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SPC Financial, Inc. on XLE, newest first. How the timeline and the estimate are built.

SPC Financial, Inc. held 27,285 XLE shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 27,285 shares
    Change vs previous 13F +650 shares

    0.19% of the 13F portfolio, value $2,437,642.

    13F-HR 0001415201-25-000007 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 26,635 shares
    Change vs previous 13F -400 shares

    0.19% of the 13F portfolio, value $2,258,914.

    13F-HR 0001415201-25-000004 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 27,035 shares
    Change vs previous 13F +350 shares

    0.22% of the 13F portfolio, value $2,526,421.

    13F-HR 0001415201-25-000003 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 26,685 shares
    Change vs previous 13F +225 shares

    0.2% of the 13F portfolio, value $2,285,837.

    13F-HR 0001415201-25-000002 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 26,460 shares
    Change vs previous 13F +650 shares

    0.2% of the 13F portfolio, value $2,323,188.

    13F-HR 0001415201-24-000007 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F/A 25,810 shares
    Change vs previous 13F +700 shares

    0.22% of the 13F portfolio, value $2,352,582.

    13F-HR/A 0001415201-24-000005 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 25,110 shares
    Change vs previous 13F +1,500 shares

    0.22% of the 13F portfolio, value $2,370,635.

    13F-HR 0001415201-24-000002 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 23,610 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $1,979,462.

    13F-HR 0001415201-24-000001 filed by SPC Financial, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).