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Wakefield Asset Management’s SPX Corp SPXC Stock Holding History

Wakefield Asset 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
2024
Q4 		– Sell
-7,893
Closed -$1.26M – 171
2024
Q3 		$1.26M Sell
7,893
-102
-1% -$15.4K 0.41% 70
2024
Q2 		$1.14M Sell
7,995
-3,036
-28% -$401K 0.4% 67
2024
Q1 		$1.36M Buy
11,031
+59
+0.5% +$6.41K 0.47% 63
2023
Q4 		$1.11M Buy
10,972
+1,068
+11% +$92.4K 0.41% 65
2023
Q3 		$806K Sell
9,904
-433
-4% -$34.9K 0.36% 71
2023
Q2 		$878K Sell
10,337
-2,175
-17% -$162K 0.35% 78
2023
Q1 		$883K Sell
12,512
-4
-0% -$284 0.37% 71
2022
Q4 		$822K Buy
12,516
+17
+0.1% +$1.11K 0.35% 79
2022
Q3 		$690K Buy
+12,499
New +$715K 0.32% 93
2020
Q4 		– Sell
-12,255
Closed -$568K – 185
2020
Q3 		$568K Buy
12,255
+102
+0.8% +$4.3K 0.27% 101
2020
Q2 		$500K Buy
12,153
+72
+0.6% +$2.71K 0.24% 119
2020
Q1 		$394K Buy
+12,081
New +$544K 0.21% 109

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 $3.38T AUM 44.17% 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

Wakefield Asset Management's SPXC Position: Q4 2024 in Review

Wakefield Asset Management sold out of SPX Corp (SPXC) in Q4 2024, closing a stake of 7,893 shares — an estimated $1.26M sold.

Wakefield Asset Management first reported a position in SPXC in Q1 2020 and held it in 12 quarters. The position peaked at $1.36M in Q1 2024. 372 funds tracked by Wall St. Rank hold SPXC as of Q4 2024.

  • Wakefield Asset Management reported no remaining SPX Corp position as of Q4 2024 after selling out during the quarter.
  • Wakefield Asset Management sold 7,893 SPX Corp shares in Q4 2024, an estimated $1.26M.
  • Wakefield Asset Management first reported a position in SPX Corp in Q1 2020 and held it in 12 quarters.
  • Wakefield Asset Management's SPX Corp position peaked at $1.36M in Q1 2024.
  • 372 funds tracked by Wall St. Rank held SPX Corp as of Q4 2024.

Based on Wakefield Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.