CFFP
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Center for Financial Planning’s SPX Corp SPXC Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-12
Closed -$2.01K – 697
2025
Q2 		$2.01K Hold
12
– – ﹤0.01% 560
2025
Q1 		$1.55K Hold
12
– – ﹤0.01% 606
2024
Q4 		$1.75K Buy
+12
New +$1.94K ﹤0.01% 551

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Center for Financial Planning's SPXC Position: Q3 2025 in Review

Center for Financial Planning sold out of SPX Corp (SPXC) in Q3 2025, closing a stake of 12 shares — an estimated $2.01K sold.

Center for Financial Planning first reported a position in SPXC in Q4 2024 and held it in 3 quarters. The position peaked at $2.01K in Q2 2025. 447 funds tracked by Wall St. Rank hold SPXC as of Q3 2025.

  • Center for Financial Planning reported no remaining SPX Corp position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 12 SPX Corp shares in Q3 2025, an estimated $2.01K.
  • Center for Financial Planning first reported a position in SPX Corp in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's SPX Corp position peaked at $2.01K in Q2 2025.
  • 447 funds tracked by Wall St. Rank held SPX Corp as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.