Copperwynd Financial’s SPX Corp SPXC Stock Holding History

Copperwynd Financial’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	-1,929	Closed	-$248K	–	166
2025 Q1	$248K	Buy	+1,929	New	+$276K	0.07%	129

Other funds holding SPXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Copperwynd Financial's SPXC Position: Q2 2025 in Review

Copperwynd Financial sold out of SPX Corp (SPXC) in Q2 2025, closing a stake of 1,929 shares — an estimated $248K sold.

Copperwynd Financial first reported a position in SPXC in Q1 2025 and held it in 1 quarter. The position peaked at $248K in Q1 2025. 389 funds tracked by Wall St. Rank hold SPXC as of Q2 2025.

Copperwynd Financial reported no remaining SPX Corp position as of Q2 2025 after selling out during the quarter.
Copperwynd Financial sold 1,929 SPX Corp shares in Q2 2025, an estimated $248K.
Copperwynd Financial first reported a position in SPX Corp in Q1 2025 and held it in 1 quarter.
Copperwynd Financial's SPX Corp position peaked at $248K in Q1 2025.
389 funds tracked by Wall St. Rank held SPX Corp as of Q2 2025.

Based on Copperwynd Financial's 13F filing for Q2 2025, filed 24 Jul 2025.