Covestor’s SPX Corp SPXC Stock Holding History

Covestor’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	$12K	Sell	59 -35	-37%	-$7.52K	0.01%	1326
2025 Q4	$19K	Sell	94 -105	-53%	-$21.4K	0.01%	1309
2025 Q3	$37K	Sell	199 -42	-17%	-$7.76K	0.02%	1045
2025 Q2	$40K	Hold	241	–	–	0.02%	984
2025 Q1	$31K	Sell	241 -148	-38%	-$21.2K	0.02%	1031
2024 Q4	$57K	Buy	389 +295	+314%	+$47.6K	0.04%	808
2024 Q3	$15K	Sell	94 -410	-81%	-$61.9K	0.01%	1337
2024 Q2	$72K	Buy	504 +410	+436%	+$54.1K	0.05%	692
2024 Q1	$12K	Buy	94 +92	+4,600%	+$9.99K	0.01%	1473
2023 Q4	$0	Sell	2 -1	-33%	-$87	﹤0.01%	2710
2023 Q3	$0	Hold	3	–	–	﹤0.01%	2702
2023 Q2	$0	Hold	3	–	–	﹤0.01%	2635
2023 Q1	$0	Hold	3	–	–	﹤0.01%	2565
2022 Q4	$0	Buy	+3	New	+$196	﹤0.01%	2588
2022 Q3	–	Sell	-15	Closed	-$1K	–	2577
2022 Q2	$1K	Sell	15 -5	-25%	-$241	﹤0.01%	1797
2022 Q1	$1K	Buy	20 +8	+67%	+$414	﹤0.01%	1948
2021 Q4	$1K	Buy	+12	New	+$727	﹤0.01%	1940

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 $653B AUM 32.41% 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