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SPC Financial, Inc.
RIA/Wealth
SPC Financial, Inc. is a RIA/Wealth based in Rockville, MD led by Edward Geoffrey Sella, reporting $1.4B in AUM as of Q3 2025 with 82% ETF concentration.
CEOEdward Geoffrey Sella
- Portfolio Value
- $1.3B
- Positions
- 278
- Top Holding
- RSP at 7.86%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SPC Financial, Inc.'s portfolio (35.9% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $100.6M | 7.86% | +$31.2M Bought | — 530.4K shares | |
ETF ETF | $69.4M | 5.42% | +$4.8M Bought | — 1.6M shares | |
ETF ETF | $43.7M | 3.41% | +$1.7M Bought | — 1.1M shares | |
ETF ETF | $42.7M | 3.33% | -$28.5M Sold | — 843.6K shares | |
ETF ETF | $39.4M | 3.08% | -$8.6M Sold | — 784.7K shares | |
ETF ETF | $38.0M | 2.97% | +$1.0M Bought | — 832.7K shares | |
ETF ETF | $35.7M | 2.79% | -$410.2K Sold | — 183.7K shares | |
ETF ETF | $31.3M | 2.44% | +$4.7M Bought | — 149.4K shares | |
ETF ETF | $29.9M | 2.34% | +$52.7K Bought | — 169.2K shares | |
ETF ETF | $28.2M | 2.21% | -$163.9K Sold | — 199.5K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SPC Financial, Inc.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
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New | |
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Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
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Analytics
Portfolio insights and performance metrics for SPC Financial, Inc.
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