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 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

Capital World Investors Los Angeles, California $846B AUM 46.74% 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

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

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

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

Petrus Trust Company's SPXC Position: Q2 2025 in Review

Petrus Trust Company sold out of SPX Corp (SPXC) in Q2 2025, closing a stake of 3,198 shares — an estimated $412K sold.

Petrus Trust Company first reported a position in SPXC in Q1 2019 and held it in 8 quarters. The position peaked at $895K in Q2 2023. 389 funds tracked by Wall St. Rank hold SPXC as of Q2 2025.

Petrus Trust Company reported no remaining SPX Corp position as of Q2 2025 after selling out during the quarter.
Petrus Trust Company sold 3,198 SPX Corp shares in Q2 2025, an estimated $412K.
Petrus Trust Company first reported a position in SPX Corp in Q1 2019 and held it in 8 quarters.
Petrus Trust Company's SPX Corp position peaked at $895K in Q2 2023.
389 funds tracked by Wall St. Rank held SPX Corp as of Q2 2025.

Based on Petrus Trust Company's 13F filing for Q2 2025, filed 14 Aug 2025.