Clearstead Trust’s SPX Corp SPXC Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-21	Closed	-$3.92K	–	1481
2025 Q3	$3.92K	Hold	21	–	–	﹤0.01%	817
2025 Q2	$3.52K	Buy	+21	New	+$3.08K	﹤0.01%	819

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Clearstead Trust's SPXC Position: Q4 2025 in Review

Clearstead Trust sold out of SPX Corp (SPXC) in Q4 2025, closing a stake of 21 shares — an estimated $3.92K sold.

Clearstead Trust first reported a position in SPXC in Q2 2025 and held it in 2 quarters. The position peaked at $3.92K in Q3 2025. 468 funds tracked by Wall St. Rank hold SPXC as of Q4 2025.

Clearstead Trust reported no remaining SPX Corp position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 21 SPX Corp shares in Q4 2025, an estimated $3.92K.
Clearstead Trust first reported a position in SPX Corp in Q2 2025 and held it in 2 quarters.
Clearstead Trust's SPX Corp position peaked at $3.92K in Q3 2025.
468 funds tracked by Wall St. Rank held SPX Corp as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.