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LGT Financial Advisors’s SPX Corp SPXC Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-89
Closed -$13K – 669
2024
Q4 		$13K Hold
89
– – 0.03% 393
2024
Q3 		$14.2K Hold
89
– – 0.04% 348
2024
Q2 		$12.7K Hold
89
– – 0.03% 418
2024
Q1 		$11K Hold
89
– – 0.01% 481
2023
Q4 		$8.99K Hold
89
– – 0.01% 504
2023
Q3 		$7.25K Buy
+89
New +$7.17K 0.01% 544

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

LGT Financial Advisors's SPXC Position: Q1 2025 in Review

LGT Financial Advisors sold out of SPX Corp (SPXC) in Q1 2025, closing a stake of 89 shares — an estimated $13K sold.

LGT Financial Advisors first reported a position in SPXC in Q3 2023 and held it in 6 quarters. The position peaked at $14.2K in Q3 2024. 403 funds tracked by Wall St. Rank hold SPXC as of Q1 2025.

  • LGT Financial Advisors reported no remaining SPX Corp position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 89 SPX Corp shares in Q1 2025, an estimated $13K.
  • LGT Financial Advisors first reported a position in SPX Corp in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's SPX Corp position peaked at $14.2K in Q3 2024.
  • 403 funds tracked by Wall St. Rank held SPX Corp as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.