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Atria Wealth Solutions’s SPX Corp SPXC Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$291K Buy
1,734
+53
+3% +$7.77K 0.01% 1168
2025
Q1 		$216K Buy
1,681
+14
+0.8% +$2K ﹤0.01% 1675
2024
Q4 		$243K Buy
1,667
+169
+11% +$27.3K ﹤0.01% 1683
2024
Q3 		$239K Hold
1,498
– – ﹤0.01% 1665
2024
Q2 		$213K Buy
+1,498
New +$198K ﹤0.01% 1732

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's SPXC Position: Q2 2025 in Review

Atria Wealth Solutions increased its SPX Corp (SPXC) stake by 3.2% in Q2 2025, buying an estimated $7.77K and bringing the position to 1,734 shares worth $291K. The position accounts for 0.01% of the portfolio, ranked #1168.

Atria Wealth Solutions first reported a position in SPXC in Q2 2024 and has held it in 5 quarters since. 389 funds tracked by Wall St. Rank hold SPXC as of Q2 2025.

  • Atria Wealth Solutions held 1,734 shares of SPX Corp worth $291K as of Q2 2025.
  • Atria Wealth Solutions bought 53 SPX Corp shares in Q2 2025, an estimated $7.77K.
  • SPX Corp made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1168 holding.
  • Atria Wealth Solutions first reported a position in SPX Corp in Q2 2024 and has held it in 5 quarters since.
  • 389 funds tracked by Wall St. Rank held SPX Corp as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.