Avantax Advisory Services’s SPX Corp SPXC Stock Holding History

Avantax Advisory Services’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	$1.11M	Buy	6,594 +593	+10%	+$86.9K	0.01%	1104
2025 Q1	$773K	Sell	6,001 -8	-0.1%	-$1.15K	﹤0.01%	1227
2024 Q4	$874K	Buy	6,009 +59	+1%	+$9.52K	0.01%	1101
2024 Q3	$949K	Sell	5,950 -11	-0.2%	-$1.66K	0.01%	1057
2024 Q2	$847K	Buy	+5,961	New	+$787K	0.01%	1071
2023 Q1	–	Sell	-5,856	Closed	-$384K	–	1537
2022 Q4	$384K	Hold	5,856	–	–	0.01%	985
2022 Q3	$323K	Hold	5,856	–	–	0.01%	965
2022 Q2	$309K	Buy	+5,856	New	+$283K	﹤0.01%	993

Other funds holding SPXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's SPXC Position: Q2 2025 in Review

Avantax Advisory Services increased its SPX Corp (SPXC) stake by 9.9% in Q2 2025, buying an estimated $86.9K and bringing the position to 6,594 shares worth $1.11M. The position accounts for 0.01% of the portfolio, ranked #1104.

Avantax Advisory Services first reported a position in SPXC in Q2 2022 and has held it in 8 quarters since. 389 funds tracked by Wall St. Rank hold SPXC as of Q2 2025.

Avantax Advisory Services held 6,594 shares of SPX Corp worth $1.11M as of Q2 2025.
Avantax Advisory Services bought 593 SPX Corp shares in Q2 2025, an estimated $86.9K.
SPX Corp made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1104 holding.
Avantax Advisory Services first reported a position in SPX Corp in Q2 2022 and has held it in 8 quarters since.
389 funds tracked by Wall St. Rank held SPX Corp as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.