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Elser Financial Planning’s SPX Corp SPXC Stock Holding History

Elser Financial Planning’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
2025
Q4 		– Sell
-9,362
Closed -$283K – 82
2025
Q3 		$283K Buy
+9,362
New +$1.73M 0.34% 56

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Elser Financial Planning's SPXC Position: Q4 2025 in Review

Elser Financial Planning sold out of SPX Corp (SPXC) in Q4 2025, closing a stake of 9,362 shares — an estimated $283K sold.

Elser Financial Planning first reported a position in SPXC in Q3 2025 and held it in 1 quarter. The position peaked at $283K in Q3 2025. 470 funds tracked by Wall St. Rank hold SPXC as of Q4 2025.

  • Elser Financial Planning reported no remaining SPX Corp position as of Q4 2025 after selling out during the quarter.
  • Elser Financial Planning sold 9,362 SPX Corp shares in Q4 2025, an estimated $283K.
  • Elser Financial Planning first reported a position in SPX Corp in Q3 2025 and held it in 1 quarter.
  • Elser Financial Planning's SPX Corp position peaked at $283K in Q3 2025.
  • 470 funds tracked by Wall St. Rank held SPX Corp as of Q4 2025.

Based on Elser Financial Planning's 13F filing for Q4 2025, filed 15 Jan 2026.