Matrix Trust Company’s SPX Corp SPXC Stock Holding History

Matrix Trust Company’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	-83	Closed	-$12K	–	292
2024 Q4	$12K	Buy	83 +5	+6%	+$806	﹤0.01%	241
2024 Q3	$12K	Buy	+78	New	+$11.8K	﹤0.01%	225

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 $3.37T AUM 44.26% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

Matrix Trust Company's SPXC Position: Q1 2025 in Review

Matrix Trust Company sold out of SPX Corp (SPXC) in Q1 2025, closing a stake of 83 shares — an estimated $12K sold.

Matrix Trust Company first reported a position in SPXC in Q3 2024 and held it in 2 quarters. The position peaked at $12K in Q4 2024. 403 funds tracked by Wall St. Rank hold SPXC as of Q1 2025.

Matrix Trust Company reported no remaining SPX Corp position as of Q1 2025 after selling out during the quarter.
Matrix Trust Company sold 83 SPX Corp shares in Q1 2025, an estimated $12K.
Matrix Trust Company first reported a position in SPX Corp in Q3 2024 and held it in 2 quarters.
Matrix Trust Company's SPX Corp position peaked at $12K in Q4 2024.
403 funds tracked by Wall St. Rank held SPX Corp as of Q1 2025.

Based on Matrix Trust Company's 13F filing for Q1 2025, filed 10 Apr 2025.