Crewe Advisors’s SPX Corp SPXC Stock Holding History

Crewe Advisors’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
2024 Q4	–	Sell	-200	Closed	-$31.9K	–	783
2024 Q3	$31.9K	Hold	200	–	–	﹤0.01%	349
2024 Q2	$28.4K	Buy	+200	New	+$26.4K	﹤0.01%	484

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 $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Crewe Advisors's SPXC Position: Q4 2024 in Review

Crewe Advisors sold out of SPX Corp (SPXC) in Q4 2024, closing a stake of 200 shares — an estimated $31.9K sold.

Crewe Advisors first reported a position in SPXC in Q2 2024 and held it in 2 quarters. The position peaked at $31.9K in Q3 2024. 372 funds tracked by Wall St. Rank hold SPXC as of Q4 2024.

Crewe Advisors reported no remaining SPX Corp position as of Q4 2024 after selling out during the quarter.
Crewe Advisors sold 200 SPX Corp shares in Q4 2024, an estimated $31.9K.
Crewe Advisors first reported a position in SPX Corp in Q2 2024 and held it in 2 quarters.
Crewe Advisors's SPX Corp position peaked at $31.9K in Q3 2024.
372 funds tracked by Wall St. Rank held SPX Corp as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.