SPXC SPX TECHNOLOGIES INC COM

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  ·  12 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported SPX TECHNOLOGIES INC COM (SPXC) in 12 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2026 Q1. The latest visible filing shows SPXC at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this SPXC ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in SPX TECHNOLOGIES INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SPXC was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CREATIVE FINANCIAL DESIGNS INC /ADV held SPXC — position size vs. price
% of Fund (quarterly)    SPXC price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 1,683 +177 +11.8% 0.02% $336K 2026-04-13 $221.27
2025 Q4 ADDED 1,506 +95 +6.7% 0.02% $301K 2026-02-06 $222.32
2025 Q3 ADDED 1,411 +252 +21.7% 0.02% $264K 2025-11-14 (Est.) $211.43
2025 Q2 ADDED 1,159 +1,038 +857.9% 0.01% $194K 2025-08-04 $200.98
2025 Q1 ADDED 121 +88 +266.7% 0.00% $16K 2025-04-23 $129.13
2024 Q4 REDUCED 33 -2 -5.7% 0.00% $5K 2025-02-10 $154.22
2024 Q3 UNCHANGED 35 0% 0.00% $6K 2024-10-28 $159.90
2024 Q2 ADDED 35 +6 +20.7% 0.00% $5K 2024-08-06 $145.13
2024 Q1 UNCHANGED 29 0% 0.00% $4K 2024-05-01 $121.80
2023 Q4 UNCHANGED 29 0% 0.00% $3K 2024-01-10 $98.85
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and SPXC

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning SPXC?

CREATIVE FINANCIAL DESIGNS INC /ADV reported SPXC across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported SPXC position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for SPXC was 0.02% in 2026 Q1.

What is the latest reported SPXC position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 1,683 shares, equal to 0.02% of portfolio, with an estimated market value of $336K.

What does the chart on this SPXC ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly SPXC portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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