Bell Investment Advisors’s SPX Corp SPXC Stock Holding History

Bell Investment Advisors’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	$7.4K	Sell	37 -22	-37%	-$4.73K	﹤0.01%	804
2025 Q4	$11.8K	Buy	59 +22	+59%	+$4.49K	﹤0.01%	634
2025 Q3	$6.91K	Hold	37	–	–	﹤0.01%	778
2025 Q2	$6.21K	Sell	37 -8	-18%	-$1.17K	﹤0.01%	888
2025 Q1	$5.8K	Buy	45 +8	+22%	+$1.15K	﹤0.01%	845
2024 Q4	$5.38K	Hold	37	–	–	﹤0.01%	898
2024 Q3	$5.9K	Hold	37	–	–	﹤0.01%	849
2024 Q2	$5.26K	Buy	37 +4	+12%	+$528	﹤0.01%	899
2024 Q1	$4.06K	Hold	33	–	–	﹤0.01%	1035
2023 Q4	$3.33K	Hold	33	–	–	﹤0.01%	1098
2023 Q3	$2.69K	Sell	33 -12	-27%	-$966	﹤0.01%	1141
2023 Q2	$3.82K	Sell	45 -25	-36%	-$1.86K	﹤0.01%	957
2023 Q1	$4.94K	Buy	70 +7	+11%	+$496	﹤0.01%	798
2022 Q4	$4.14K	Hold	63	–	–	﹤0.01%	909
2022 Q3	$3K	Buy	63 +18	+40%	+$1.03K	﹤0.01%	976
2022 Q2	$2K	Buy	+45	New	+$2.17K	﹤0.01%	1234
2021 Q4	$1K	Sell	19 -9	-32%	-$545	﹤0.01%	1606
2021 Q3	$1K	Buy	+28	New	+$1.72K	﹤0.01%	1566

Other funds holding SPXC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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