AWM
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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
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 $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return