CCM
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Coldstream Capital Management’s SPX Corp SPXC Stock Holding History

Coldstream Capital 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
2026
Q1 		$984K Sell
4,921
-103
-2% -$22.1K 0.01% 478
2025
Q4 		$1.01M Buy
5,024
+95
+2% +$19.4K 0.01% 452
2025
Q3 		$921K Buy
4,929
+1,791
+57% +$331K 0.01% 488
2025
Q2 		$526K Buy
3,138
+1,179
+60% +$173K 0.01% 633
2025
Q1 		$252K Sell
1,959
-162
-8% -$23.2K 0.01% 894
2024
Q4 		$309K Sell
2,121
-11
-0.5% -$1.77K 0.01% 809
2024
Q3 		$340K Sell
2,132
-14
-0.7% -$2.11K 0.01% 774
2024
Q2 		$305K Buy
2,146
+136
+7% +$17.9K 0.01% 747
2024
Q1 		$247K Sell
2,010
-155
-7% -$16.8K 0.01% 851
2023
Q4 		$219K Buy
+2,165
New +$187K 0.01% 853
2023
Q3 		– Sell
-2,726
Closed -$232K – 852
2023
Q2 		$232K Buy
+2,726
New +$203K 0.01% 722

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VPM
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VCM
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return