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WoodTrust Financial’s SPX Corp SPXC Stock Holding History

WoodTrust Financial’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
2026
Q3 		$271K Hold
1,600
– – 0.03% 157
2026
Q2 		$392K Hold
1,600
– – 0.05% 132
2026
Q1 		$320K Hold
1,600
– – 0.04% 137
2025
Q4 		$320K Hold
1,600
– – 0.04% 145
2025
Q3 		$299K Hold
1,600
– – 0.04% 150
2025
Q2 		$268K Buy
+1,600
New +$234K 0.03% 132

Other funds holding SPXC

GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
GWM
GK Wealth Management Reno, Nevada $178M AUM 41.48% 1-Year Est. Return

WoodTrust Financial's SPXC Position: Q3 2026 in Review

WoodTrust Financial held its SPX Corp (SPXC) position steady in Q3 2026 at 1,600 shares worth $271K. The position accounts for 0.03% of the portfolio, ranked #157.

WoodTrust Financial first reported a position in SPXC in Q2 2025 and has held it in 6 quarters since. The position peaked at $392K in Q2 2026. 12 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

  • WoodTrust Financial held 1,600 shares of SPX Corp worth $271K as of Q3 2026.
  • WoodTrust Financial left its SPX Corp share count unchanged in Q3 2026.
  • SPX Corp made up 0.03% of WoodTrust Financial's portfolio in Q3 2026, its #157 holding.
  • WoodTrust Financial first reported a position in SPX Corp in Q2 2025 and has held it in 6 quarters since.
  • WoodTrust Financial's SPX Corp position peaked at $392K in Q2 2026.
  • 12 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.