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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

SPXC holding history

SPX Technologies, Inc. in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SPXC overviewAll 13F holders of SPXCFull Q2 2026 holdings

Shares (Q2 2026)
36,901
Value
$9.05M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of SPXC by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202636,901$9.05M<0.1%+3,428+10.2%AddedHolders
Q1 202633,473$6.69M<0.1%+1,995+6.3%AddedHolders
Q4 202531,478$6.30M<0.1%+3,575+12.8%AddedHolders
Q3 202527,903$5.21M<0.1%+4,209+17.8%AddedHolders
Q2 202523,694$3.97M<0.1%+1,269+5.7%AddedHolders
Q1 202522,425$2.89M<0.1%+5,368+31.5%AddedHolders
Q4 202417,057$2.48M<0.1%+1,157+7.3%AddedHolders
Q3 202415,900$2.54M<0.1%+2,374+17.6%AddedHolders
Q2 202413,526$1.92M<0.1%+2,868+26.9%AddedHolders
Q1 202410,658$1.31M<0.1%+4,070+61.8%AddedHolders
Q4 20236,588$665.5K<0.1%+1,787+37.2%AddedHolders
Q3 20234,801$390.8K<0.1%+449+10.3%AddedHolders
Q2 20234,352$369.8K<0.1%+1,265+41.0%AddedHolders
Q1 20233,087$217.9K<0.1%+3,087NewHolders
Q4 20220$00.0%−4,921−100.0%Sold outHolders
Q3 20224,921$272.0K<0.1%+931+23.3%AddedHolders
Q2 20223,990$211.0K<0.1%+3,990NewHolders
Q1 20220$00.0%−3,902−100.0%Sold outHolders
Q4 20213,902$233.0K<0.1%00.0%UnchangedHolders
Q3 20213,902$209.0K<0.1%00.0%UnchangedHolders
Q2 20213,902$238.0K<0.1%−91−2.3%ReducedHolders
Q1 20213,993$233.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.