EI
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Ellevest Inc’s SPX Corp SPXC Stock Holding History

Ellevest Inc’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 		$631K Sell
2,608
-64
-2% -$14K 0.07% 200
2026
Q1 		$534K Sell
2,672
-173
-6% -$37.2K 0.07% 207
2025
Q4 		$569K Sell
2,845
-216
-7% -$44.1K 0.08% 192
2025
Q3 		$572K Sell
3,061
-450
-13% -$83.2K 0.08% 197
2025
Q2 		$589K Sell
3,511
-243
-6% -$35.6K 0.09% 163
2025
Q1 		$483K Sell
3,754
-115
-3% -$16.5K 0.03% 202
2024
Q4 		$563K Sell
3,869
-194
-5% -$31.3K 0.03% 175
2024
Q3 		$648K Sell
4,063
-113
-3% -$17.1K 0.04% 165
2024
Q2 		$594K Sell
4,176
-42
-1% -$5.54K 0.04% 174
2024
Q1 		$519K Sell
4,218
-6
-0.1% -$652 0.03% 191
2023
Q4 		$427K Sell
4,224
-328
-7% -$28.4K 0.03% 223
2023
Q3 		$371K Sell
4,552
-88
-2% -$7.09K 0.03% 220
2023
Q2 		$394K Sell
4,640
-3,281
-41% -$244K 0.03% 210
2023
Q1 		$559K Buy
7,921
+366
+5% +$25.9K 0.04% 117
2022
Q4 		$496K Buy
7,555
+683
+10% +$44.7K 0.04% 124
2022
Q3 		$379K Buy
6,872
+2,206
+47% +$126K 0.04% 131
2022
Q2 		$247K Sell
4,666
-1,449
-24% -$70K 0.02% 241
2022
Q1 		$302K Buy
6,115
+3,571
+140% +$185K 0.03% 237
2021
Q4 		$152K Sell
2,544
-447
-15% -$27.1K 0.01% 332
2021
Q3 		$160K Buy
2,991
+2,618
+702% +$161K 0.02% 317
2021
Q2 		$23K Buy
373
+327
+711% +$19.9K ﹤0.01% 617
2021
Q1 		$3K Hold
46
– – ﹤0.01% 1010
2020
Q4 		$3K Sell
46
-6
-12% -$301 ﹤0.01% 930
2020
Q3 		$2K Sell
52
-8
-13% -$337 ﹤0.01% 929
2020
Q2 		$2K Buy
+60
New +$2.26K ﹤0.01% 915

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

Ellevest Inc's SPXC Position: Q2 2026 in Review

Ellevest Inc reduced its SPX Corp (SPXC) stake by 2.4% in Q2 2026, selling an estimated $14K and leaving 2,608 shares worth $631K. The position accounts for 0.07% of the portfolio, ranked #200.

Ellevest Inc first reported a position in SPXC in Q2 2020 and has held it in 25 quarters since. The position peaked at $648K in Q3 2024. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Ellevest Inc held 2,608 shares of SPX Corp worth $631K as of Q2 2026.
  • Ellevest Inc sold 64 SPX Corp shares in Q2 2026, an estimated $14K.
  • SPX Corp made up 0.07% of Ellevest Inc's portfolio in Q2 2026, its #200 holding.
  • Ellevest Inc first reported a position in SPX Corp in Q2 2020 and has held it in 25 quarters since.
  • Ellevest Inc's SPX Corp position peaked at $648K in Q3 2024.
  • 513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.