UFF
SPXC icon

USA Financial Formulas’s SPX Corp SPXC Stock Holding History

USA Financial Formulas’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
2024
Q4 		– Sell
-499
Closed -$79.6K – 352
2024
Q3 		$79.6K Buy
499
+54
+12% +$8.15K 0.01% 190
2024
Q2 		$63.3K Buy
445
+238
+115% +$31.4K 0.01% 207
2024
Q1 		$25.5K Buy
+207
New +$22.5K ﹤0.01% 261
2020
Q2 		– Sell
-1,132
Closed -$37K – 320
2020
Q1 		$37K Buy
+1,132
New +$51K 0.02% 139
2018
Q4 		– Sell
-2,762
Closed -$97K – 396
2018
Q3 		$97K Buy
+2,762
New +$97.3K 0.02% 260
2017
Q1 		– Sell
-10,038
Closed -$238K – 331
2016
Q4 		$238K Buy
+10,038
New +$220K 0.06% 230

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

USA Financial Formulas's SPXC Position: Q4 2024 in Review

USA Financial Formulas sold out of SPX Corp (SPXC) in Q4 2024, closing a stake of 499 shares — an estimated $79.6K sold.

USA Financial Formulas first reported a position in SPXC in Q4 2016 and held it in 6 quarters. The position peaked at $238K in Q4 2016. 372 funds tracked by Wall St. Rank hold SPXC as of Q4 2024.

  • USA Financial Formulas reported no remaining SPX Corp position as of Q4 2024 after selling out during the quarter.
  • USA Financial Formulas sold 499 SPX Corp shares in Q4 2024, an estimated $79.6K.
  • USA Financial Formulas first reported a position in SPX Corp in Q4 2016 and held it in 6 quarters.
  • USA Financial Formulas's SPX Corp position peaked at $238K in Q4 2016.
  • 372 funds tracked by Wall St. Rank held SPX Corp as of Q4 2024.

Based on USA Financial Formulas's 13F filing for Q4 2024, filed 14 Jan 2025.