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

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

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

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

EARNEST Partners

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

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

Dimensional Fund Advisors

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