NAM
SPXC icon

NorthCrest Asset Manangement’s SPX Corp SPXC Stock Holding History

NorthCrest Asset Manangement’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
Q2 		$2.65M Buy
12,252
+17
+0.1% +$3.72K 0.07% 209
2026
Q1 		$2.41M Sell
12,235
-74
-0.6% -$15.9K 0.08% 200
2025
Q4 		$2.53M Hold
12,309
– – 0.06% 216
2025
Q3 		$2.32M Buy
12,309
+4,215
+52% +$779K 0.06% 210
2025
Q2 		$1.4M Sell
8,094
-4,963
-38% -$727K 0.04% 263
2025
Q1 		$1.68M Buy
13,057
+37
+0.3% +$5.3K 0.05% 226
2024
Q4 		$1.89M Hold
13,020
– – 0.06% 207
2024
Q3 		$2.08M Hold
13,020
– – 0.06% 205
2024
Q2 		$1.85M Hold
13,020
– – 0.06% 207
2024
Q1 		$1.6M Sell
13,020
-380
-3% -$41.3K 0.05% 221
2023
Q4 		$1.35M Hold
13,400
– – 0.05% 230
2023
Q3 		$1.09M Hold
13,400
– – 0.04% 246
2023
Q2 		$1.14M Hold
13,400
– – 0.05% 252
2023
Q1 		$946K Buy
13,400
+700
+6% +$49.6K 0.04% 271
2022
Q4 		$834K Buy
12,700
+100
+0.8% +$6.54K 0.05% 209
2022
Q3 		$696K Hold
12,600
– – 0.04% 252
2022
Q2 		$666K Hold
12,600
– – 0.03% 265
2022
Q1 		$623K Buy
12,600
+200
+2% +$10.3K 0.03% 265
2021
Q4 		$740K Buy
+12,400
New +$751K 0.04% 264

Other funds holding SPXC

TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
HCA
Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return