Bogart Wealth LLC’s SPX Corp SPXC Stock Holding History

Bogart Wealth 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	$1.23K	Buy	5 +3	+150%	+$656	﹤0.01%	1573
2026 Q1	$400	Buy	+2	New	+$430	﹤0.01%	1644
2025 Q4	–	Sell	-3	Closed	-$560	–	1679
2025 Q3	$560	Buy	+3	New	+$554	﹤0.01%	1385
2025 Q2	–	Sell	-4	Closed	-$515	–	1536
2025 Q1	$515	Buy	+4	New	+$573	﹤0.01%	1269

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 $3.38T AUM 44.17% 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

Bogart Wealth LLC's SPXC Position: Q2 2026 in Review

Bogart Wealth LLC increased its SPX Corp (SPXC) stake by 150% in Q2 2026, buying an estimated $656 and bringing the position to 5 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Bogart Wealth LLC first reported a position in SPXC in Q1 2025 and has held it in 4 quarters since. 516 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

Bogart Wealth LLC held 5 shares of SPX Corp worth $1.23K as of Q2 2026.
Bogart Wealth LLC bought 3 SPX Corp shares in Q2 2026, an estimated $656.
SPX Corp made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1573 holding.
Bogart Wealth LLC first reported a position in SPX Corp in Q1 2025 and has held it in 4 quarters since.
516 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.