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Copia Wealth Management’s SPX Corp SPXC Stock Holding History

Copia Wealth Management’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 		$14.7K Hold
60
– – 0.01% 308
2026
Q1 		$12K Hold
60
– – 0.01% 309
2025
Q4 		$12K Hold
60
– – 0.01% 306
2025
Q3 		$11.2K Hold
60
– – 0.01% 306
2025
Q2 		$10.1K Hold
60
– – 0.01% 284
2025
Q1 		$7.73K Hold
60
– – 0.01% 304
2024
Q4 		$8.73K Buy
+60
New +$9.68K 0.01% 273

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

Copia Wealth Management's SPXC Position: Q2 2026 in Review

Copia Wealth Management held its SPX Corp (SPXC) position steady in Q2 2026 at 60 shares worth $14.7K. The position accounts for 0.01% of the portfolio, ranked #308.

Copia Wealth Management first reported a position in SPXC in Q4 2024 and has held it in 7 quarters since. 511 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Copia Wealth Management held 60 shares of SPX Corp worth $14.7K as of Q2 2026.
  • Copia Wealth Management left its SPX Corp share count unchanged in Q2 2026.
  • SPX Corp made up 0.01% of Copia Wealth Management's portfolio in Q2 2026, its #308 holding.
  • Copia Wealth Management first reported a position in SPX Corp in Q4 2024 and has held it in 7 quarters since.
  • 511 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.