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Cassady Schiller Wealth Management’s SPX Corp SPXC Stock Holding History

Cassady Schiller Wealth Management’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
2024
Q4 		$1.46K Buy
+10
New +$1.61K ﹤0.01% 675

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's SPXC Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in SPX Corp (SPXC) in Q4 2024: 10 shares worth $1.46K. The stake represents ﹤0.01% of the portfolio and ranks #675 among its holdings.

372 funds tracked by Wall St. Rank hold SPXC as of Q4 2024.

  • Cassady Schiller Wealth Management held 10 shares of SPX Corp worth $1.46K as of Q4 2024.
  • SPX Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • SPX Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #675 holding.
  • 372 funds tracked by Wall St. Rank held SPX Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.