Ownership history in SPC Financial, Inc. Β· 53 quarters on record
This page tracks every 13F SEC filing in which SPC Financial, Inc. reported a position in RYDEX ETF TRUST S&P500 PUR GRW (RSP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SPC Financial, Inc. underperformed the S&P 500 by β1.9% annually on this RSP position. Timing score: 56% (29/52 decisions correct). Average cost basis: $114.88. Maximum drawdown during holding period: β26.7%.
β οΈ Trailed SPY by 1.9% ann. on this position.
52 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
29 of 52 add/trim decisions correct
Best entry: $32.53 (2011 Q3) Β· Worst: $188.14 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
35 adds Β· 18 trims. Bought during 10 of 15 down-price quarters. π More buys than sells across the holding period.
π SPC Financial, Inc. has been actively increasing its RSP allocation β a bullish signal from insiders.
Currently 7.86% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size