AssetMark Inc
SPXC icon

AssetMark Inc’s SPX Corp SPXC Stock Holding History

AssetMark Inc’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 		$344K Sell
1,404
-853
-38% -$187K ﹤0.01% 1307
2026
Q1 		$451K Sell
2,257
-78
-3% -$16.8K ﹤0.01% 1178
2025
Q4 		$467K Sell
2,335
-85
-4% -$17.3K ﹤0.01% 1148
2025
Q3 		$452K Buy
2,420
+895
+59% +$165K ﹤0.01% 1120
2025
Q2 		$256K Buy
1,525
+1
+0.1% +$147 ﹤0.01% 1162
2025
Q1 		$196K Sell
1,524
-129
-8% -$18.5K ﹤0.01% 1149
2024
Q4 		$241K Sell
1,653
-92
-5% -$14.8K ﹤0.01% 1063
2024
Q3 		$278K Buy
1,745
+78
+5% +$11.8K ﹤0.01% 972
2024
Q2 		$237K Buy
1,667
+375
+29% +$49.5K ﹤0.01% 965
2024
Q1 		$159K Buy
1,292
+442
+52% +$48K ﹤0.01% 980
2023
Q4 		$85.9K Hold
850
– – ﹤0.01% 1067
2023
Q3 		$69.2K Sell
850
-280
-25% -$22.5K ﹤0.01% 1031
2023
Q2 		$96K Hold
1,130
– – ﹤0.01% 953
2023
Q1 		$79.8K Hold
1,130
– – ﹤0.01% 950
2022
Q4 		$74.2K Hold
1,130
– – ﹤0.01% 962
2022
Q3 		$62K Sell
1,130
-219
-16% -$12.5K ﹤0.01% 907
2022
Q2 		$71K Buy
1,349
+1,119
+487% +$54K ﹤0.01% 865
2022
Q1 		$11K Buy
230
+35
+18% +$1.81K ﹤0.01% 1186
2021
Q4 		$12K Hold
195
– – ﹤0.01% 1138
2021
Q3 		$10K Buy
+195
New +$12K ﹤0.01% 1055
2018
Q1 		– Sell
-14
Closed – – 1933
2017
Q4 		$0 Buy
+14
New +$425 ﹤0.01% 2104

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

AssetMark Inc's SPXC Position: Q2 2026 in Review

AssetMark Inc reduced its SPX Corp (SPXC) stake by 38% in Q2 2026, selling an estimated $187K and leaving 1,404 shares worth $344K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

AssetMark Inc first reported a position in SPXC in Q4 2017 and has held it in 21 quarters since. The position peaked at $467K in Q4 2025. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • AssetMark Inc held 1,404 shares of SPX Corp worth $344K as of Q2 2026.
  • AssetMark Inc sold 853 SPX Corp shares in Q2 2026, an estimated $187K.
  • SPX Corp made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #1307 holding.
  • AssetMark Inc first reported a position in SPX Corp in Q4 2017 and has held it in 21 quarters since.
  • AssetMark Inc's SPX Corp position peaked at $467K in Q4 2025.
  • 513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.