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CreativeOne Wealth’s SPX Corp SPXC Stock Holding History

CreativeOne Wealth’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 		$711K Sell
3,558
-182
-5% -$39.1K 0.02% 687
2025
Q4 		$748K Sell
3,740
-338
-8% -$69K 0.02% 657
2025
Q3 		$762K Sell
4,078
-1,424
-26% -$263K 0.02% 641
2025
Q2 		$923K Sell
5,502
-253
-4% -$37.1K 0.02% 556
2025
Q1 		$741K Sell
5,755
-249
-4% -$35.7K 0.02% 574
2024
Q4 		$874K Sell
6,004
-1,776
-23% -$286K 0.03% 512
2024
Q3 		$1.24M Buy
+7,780
New +$1.17M 0.04% 377
2024
Q2 		– Sell
-7,707
Closed -$949K – 902
2024
Q1 		$949K Buy
+7,707
New +$837K 0.04% 393
2023
Q3 		– Sell
-7,377
Closed -$627K – 801
2023
Q2 		$627K Buy
+7,377
New +$549K 0.03% 431

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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