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Spx Corp shares owned by Creative Planning

Quarter-by-quarter ownership of Spx Corp (SPXC) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in Spx Corp

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All positions including Spx Corp held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spx Corp by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 11k 123.13
2023-12-31 $666k 6.6k 101.01
2023-09-30 $391k 4.8k 81.40
2023-06-30 $370k 4.4k 84.97
2023-03-31 $218k 3.1k 70.58
2022-09-30 $272k 4.9k 55.27

More positions owned by Creative Planning

Ishares Tr Core S&p500 Etf (IVV)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Apple (AAPL)
Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding Spx Corp

BlackRock
Vanguard Group
Neuberger Berman Group
Ameriprise Financial
Earnest Partners
Dimensional Fund Advisors
Geode Capital Management
Segall Bryant & Hamill
FMR
Artisan Partners Limited Partnership
Nuveen Asset Management
Channing Capital Management
Jennifer Ranahan
Goldman Sachs Group
Alliancebernstein

View all funds holding Spx Corp