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Carolinas Wealth Consulting’s SPX Corp SPXC Stock Holding History

Carolinas Wealth Consulting’s Portfolio SPXC Stock Details SPXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-28
Closed -$3.61K – 813
2025
Q1 		$3.61K Hold
28
– – ﹤0.01% 661
2024
Q4 		$4.08K Sell
28
-3
-10% -$484 ﹤0.01% 676
2024
Q3 		$4.94K Hold
31
– – ﹤0.01% 664
2024
Q2 		$4.41K Sell
31
-5
-14% -$660 ﹤0.01% 667
2024
Q1 		$4.43K Sell
36
-6
-14% -$652 ﹤0.01% 663
2023
Q4 		$4.24K Sell
42
-2
-5% -$173 ﹤0.01% 641
2023
Q3 		$3.52K Hold
44
– – ﹤0.01% 652
2023
Q2 		$3.74K Sell
44
-26
-37% -$1.94K ﹤0.01% 725
2023
Q1 		$4.94K Hold
70
– – ﹤0.01% 684
2022
Q4 		$4.6K Buy
70
+6
+9% +$393 ﹤0.01% 703
2022
Q3 		$4K Hold
64
– – ﹤0.01% 693
2022
Q2 		$3K Buy
+64
New +$3.09K ﹤0.01% 738

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's SPXC Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of SPX Corp (SPXC) in Q2 2025, closing a stake of 28 shares — an estimated $3.61K sold.

Carolinas Wealth Consulting first reported a position in SPXC in Q2 2022 and held it in 12 quarters. The position peaked at $4.94K in Q3 2024. 389 funds tracked by Wall St. Rank hold SPXC as of Q2 2025.

  • Carolinas Wealth Consulting reported no remaining SPX Corp position as of Q2 2025 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 28 SPX Corp shares in Q2 2025, an estimated $3.61K.
  • Carolinas Wealth Consulting first reported a position in SPX Corp in Q2 2022 and held it in 12 quarters.
  • Carolinas Wealth Consulting's SPX Corp position peaked at $4.94K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held SPX Corp as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.