Prelude Capital Management’s SPX Corp SPXC Stock Holding History

Prelude Capital Management’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
2020 Q3	–	Sell	-935	Closed	-$38K	–	2483
2020 Q2	$38K	Buy	+935	New	+$35.2K	0.01%	1229
2017 Q4	–	Sell	-3,500	Closed	-$103K	–	1731
2017 Q3	$103K	Sell	3,500 -4,056	-54%	-$107K	0.01%	866
2017 Q2	$190K	Sell	7,556 -6,646	-47%	-$166K	0.02%	590
2017 Q1	$344K	Buy	14,202 +12,176	+601%	+$302K	0.04%	395
2016 Q4	$48K	Buy	2,026 +437	+28%	+$9.59K	0.01%	1057
2016 Q3	$32K	Sell	1,589 -8,831	-85%	-$156K	﹤0.01%	1201
2016 Q2	$155K	Buy	10,420 +6,320	+154%	+$100K	0.02%	588
2016 Q1	$62K	Sell	4,100 -3,250	-44%	-$34.7K	0.01%	921
2015 Q4	$69K	Buy	+7,350	New	+$79.9K	0.01%	948
2015 Q3	–	Sell	-29,814	Closed	-$544K	–	1794
2015 Q2	$544K	Buy	+29,814	New	+$582K	0.08%	291
2015 Q1	–	Sell	-7,148	Closed	-$155K	–	2169
2014 Q4	$155K	Buy	+7,148	New	+$160K	0.02%	804
2014 Q1	–	Sell	-437	Closed	-$11K	–	2120
2013 Q4	$11K	Buy	+437	New	+$10K	﹤0.01%	1487

Other funds holding SPXC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Segall Bryant & Hamill Chicago, Illinois $6.98B AUM 34.78% 1-Year Est. Return

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return