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AE Wealth Management’s SPX Corp SPXC Stock Holding History

AE Wealth 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
2026
Q2 		$726K Buy
2,960
+227
+8% +$49.7K ﹤0.01% 1048
2026
Q1 		$546K Buy
2,733
+447
+20% +$96K ﹤0.01% 1068
2025
Q4 		$457K Buy
2,286
+255
+13% +$52K ﹤0.01% 1098
2025
Q3 		$379K Buy
2,031
+185
+10% +$34.2K ﹤0.01% 1084
2025
Q2 		$310K Sell
1,846
-242
-12% -$35.5K ﹤0.01% 1111
2025
Q1 		$269K Sell
2,088
-133
-6% -$19.1K ﹤0.01% 1135
2024
Q4 		$323K Buy
+2,221
New +$358K ﹤0.01% 1069
2024
Q1 		– Sell
-4,587
Closed -$474K – 1867
2023
Q4 		$474K Sell
4,587
-117
-2% -$10.1K ﹤0.01% 1466
2023
Q3 		$383K Sell
4,704
-1,846
-28% -$149K ﹤0.01% 1505
2023
Q2 		$557K Buy
+6,550
New +$488K ﹤0.01% 1330

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AE Wealth Management's SPXC Position: Q2 2026 in Review

AE Wealth Management increased its SPX Corp (SPXC) stake by 8.3% in Q2 2026, buying an estimated $49.7K and bringing the position to 2,960 shares worth $726K. The position accounts for ﹤0.01% of the portfolio, ranked #1048.

AE Wealth Management first reported a position in SPXC in Q2 2023 and has held it in 10 quarters since. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • AE Wealth Management held 2,960 shares of SPX Corp worth $726K as of Q2 2026.
  • AE Wealth Management bought 227 SPX Corp shares in Q2 2026, an estimated $49.7K.
  • SPX Corp made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1048 holding.
  • AE Wealth Management first reported a position in SPX Corp in Q2 2023 and has held it in 10 quarters since.
  • 513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.