CreativeOne Wealth’s SPX Corp SPXC Stock Holding History

CreativeOne Wealth’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	$1.12M	Buy	4,585 +1,027	+29%	+$225K	0.02%	538
2026 Q1	$711K	Sell	3,558 -182	-5%	-$39.1K	0.02%	687
2025 Q4	$748K	Sell	3,740 -338	-8%	-$69K	0.02%	657
2025 Q3	$762K	Sell	4,078 -1,424	-26%	-$263K	0.02%	641
2025 Q2	$923K	Sell	5,502 -253	-4%	-$37.1K	0.02%	556
2025 Q1	$741K	Sell	5,755 -249	-4%	-$35.7K	0.02%	574
2024 Q4	$874K	Sell	6,004 -1,776	-23%	-$286K	0.03%	512
2024 Q3	$1.24M	Buy	+7,780	New	+$1.17M	0.04%	377
2024 Q2	–	Sell	-7,707	Closed	-$949K	–	902
2024 Q1	$949K	Buy	+7,707	New	+$837K	0.04%	393
2023 Q3	–	Sell	-7,377	Closed	-$627K	–	801
2023 Q2	$627K	Buy	+7,377	New	+$549K	0.03%	431

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 $3.37T AUM 44.26% 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

CreativeOne Wealth's SPXC Position: Q2 2026 in Review

CreativeOne Wealth increased its SPX Corp (SPXC) stake by 29% in Q2 2026, buying an estimated $225K and bringing the position to 4,585 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #538.

CreativeOne Wealth first reported a position in SPXC in Q2 2023 and has held it in 10 quarters since. The position peaked at $1.24M in Q3 2024. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

CreativeOne Wealth held 4,585 shares of SPX Corp worth $1.12M as of Q2 2026.
CreativeOne Wealth bought 1,027 SPX Corp shares in Q2 2026, an estimated $225K.
SPX Corp made up 0.02% of CreativeOne Wealth's portfolio in Q2 2026, its #538 holding.
CreativeOne Wealth first reported a position in SPX Corp in Q2 2023 and has held it in 10 quarters since.
CreativeOne Wealth's SPX Corp position peaked at $1.24M in Q3 2024.
513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.