Asset Dedication LLC’s SPX Corp SPXC Stock Holding History

Asset Dedication LLC’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	$19.9K	Hold	81	–	–	﹤0.01%	671
2026 Q1	$16.2K	Hold	81	–	–	﹤0.01%	677
2025 Q4	$16.2K	Hold	81	–	–	﹤0.01%	695
2025 Q3	$15.1K	Hold	81	–	–	﹤0.01%	731
2025 Q2	$13.6K	Hold	81	–	–	﹤0.01%	769
2025 Q1	$10.4K	Hold	81	–	–	﹤0.01%	758
2024 Q4	$11.8K	Hold	81	–	–	﹤0.01%	743
2024 Q3	$12.9K	Hold	81	–	–	﹤0.01%	763
2024 Q2	$11.5K	Buy	+81	New	+$10.7K	﹤0.01%	791

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Asset Dedication LLC's SPXC Position: Q2 2026 in Review

Asset Dedication LLC held its SPX Corp (SPXC) position steady in Q2 2026 at 81 shares worth $19.9K. The position accounts for ﹤0.01% of the portfolio, ranked #671.

Asset Dedication LLC first reported a position in SPXC in Q2 2024 and has held it in 9 quarters since. 511 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

Asset Dedication LLC held 81 shares of SPX Corp worth $19.9K as of Q2 2026.
Asset Dedication LLC left its SPX Corp share count unchanged in Q2 2026.
SPX Corp made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #671 holding.
Asset Dedication LLC first reported a position in SPX Corp in Q2 2024 and has held it in 9 quarters since.
511 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.