PTC
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Petrus Trust Company’s SPX Corp SPXC Stock Holding History

Petrus 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
Q2 		– Sell
-3,198
Closed -$412K – 709
2025
Q1 		$412K Buy
+3,198
New +$458K 0.04% 283
2024
Q3 		– Sell
-1,458
Closed -$207K – 736
2024
Q2 		$207K Buy
+1,458
New +$192K 0.02% 539
2023
Q4 		– Sell
-5,406
Closed -$440K – 735
2023
Q3 		$440K Sell
5,406
-5,125
-49% -$413K 0.05% 220
2023
Q2 		$895K Buy
10,531
+4,534
+76% +$338K 0.1% 35
2023
Q1 		$423K Buy
+5,997
New +$425K 0.05% 152
2020
Q1 		– Sell
-7,400
Closed -$377K – 310
2019
Q4 		$377K Buy
7,400
+162
+2% +$7.41K 0.06% 77
2019
Q3 		$290K Buy
+7,238
New +$267K 0.05% 103
2019
Q2 		– Sell
-8,456
Closed -$294K – 341
2019
Q1 		$294K Buy
+8,456
New +$275K 0.06% 117

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return