Envestnet Portfolio Solutions’s SPX Corp SPXC Stock Holding History

Envestnet Portfolio Solutions’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	–	Sell	-1,414	Closed	-$283K	–	1494
2025 Q4	$283K	Sell	1,414 -131	-8%	-$26.7K	﹤0.01%	1314
2025 Q3	$289K	Sell	1,545 -1,611	-51%	-$298K	﹤0.01%	1265
2025 Q2	$529K	Sell	3,156 -69	-2%	-$10.1K	﹤0.01%	1073
2025 Q1	$415K	Sell	3,225 -1,117	-26%	-$160K	﹤0.01%	1133
2024 Q4	$632K	Buy	4,342 +68	+2%	+$11K	﹤0.01%	1119
2024 Q3	$682K	Sell	4,274 -7	-0.2%	-$1.06K	﹤0.01%	1052
2024 Q2	$609K	Buy	4,281 +2,253	+111%	+$297K	﹤0.01%	1054
2024 Q1	$250K	Sell	2,028 -439	-18%	-$47.7K	﹤0.01%	1454
2023 Q4	$249K	Buy	+2,467	New	+$213K	﹤0.01%	1390

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Portfolio Solutions's SPXC Position: Q1 2026 in Review

Envestnet Portfolio Solutions sold out of SPX Corp (SPXC) in Q1 2026, closing a stake of 1,414 shares — an estimated $283K sold.

Envestnet Portfolio Solutions first reported a position in SPXC in Q4 2023 and held it in 9 quarters. The position peaked at $682K in Q3 2024. 484 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

Envestnet Portfolio Solutions reported no remaining SPX Corp position as of Q1 2026 after selling out during the quarter.
Envestnet Portfolio Solutions sold 1,414 SPX Corp shares in Q1 2026, an estimated $283K.
Envestnet Portfolio Solutions first reported a position in SPX Corp in Q4 2023 and held it in 9 quarters.
Envestnet Portfolio Solutions's SPX Corp position peaked at $682K in Q3 2024.
484 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.