SVB Wealth’s SPX Corp SPXC Stock Holding History

SVB Wealth’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	-300	Closed	-$38.6K	–	1470
2025 Q1	$38.6K	Buy	+300	New	+$43K	﹤0.01%	595

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

SVB Wealth's SPXC Position: Q2 2025 in Review

SVB Wealth sold out of SPX Corp (SPXC) in Q2 2025, closing a stake of 300 shares — an estimated $38.6K sold.

SVB Wealth first reported a position in SPXC in Q1 2025 and held it in 1 quarter. The position peaked at $38.6K in Q1 2025. 389 funds tracked by Wall St. Rank hold SPXC as of Q2 2025.

SVB Wealth reported no remaining SPX Corp position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 300 SPX Corp shares in Q2 2025, an estimated $38.6K.
SVB Wealth first reported a position in SPX Corp in Q1 2025 and held it in 1 quarter.
SVB Wealth's SPX Corp position peaked at $38.6K in Q1 2025.
389 funds tracked by Wall St. Rank held SPX Corp as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.