EI
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Ethic Inc’s SPX Corp SPXC Stock Holding History

Ethic 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
Q1 		$1.52M Sell
7,592
-2,031
-21% -$436K 0.02% 532
2025
Q4 		$1.93M Buy
9,623
+186
+2% +$38K 0.03% 467
2025
Q3 		$1.76M Sell
9,437
-149
-2% -$27.5K 0.03% 483
2025
Q2 		$1.6M Buy
9,586
+890
+10% +$130K 0.03% 487
2025
Q1 		$1.15M Sell
8,696
-243
-3% -$34.8K 0.02% 566
2024
Q4 		$1.3M Buy
8,939
+1,512
+20% +$244K 0.03% 526
2024
Q3 		$914K Sell
7,427
-581
-7% -$87.7K 0.02% 593
2024
Q2 		$1.14M Buy
8,008
+581
+8% +$76.7K 0.03% 529
2024
Q1 		$914K Sell
7,427
-349
-4% -$37.9K 0.02% 593
2023
Q4 		$785K Sell
7,776
-1,031
-12% -$89.2K 0.02% 607
2023
Q3 		$717K Sell
8,807
-1,311
-13% -$106K 0.03% 572
2023
Q2 		$860K Buy
+10,118
New +$753K 0.03% 488
2023
Q1 		– Sell
-16,153
Closed -$1.06M – 1002
2022
Q4 		$1.06M Buy
16,153
+2,341
+17% +$153K 0.06% 361
2022
Q3 		$763K Buy
13,812
+2,778
+25% +$159K 0.05% 391
2022
Q2 		$583K Buy
11,034
+417
+4% +$20.1K 0.04% 438
2022
Q1 		$525K Buy
10,617
+5,971
+129% +$309K 0.04% 452
2021
Q4 		$277K Sell
4,646
-19
-0.4% -$1.15K 0.02% 547
2021
Q3 		$249K Buy
+4,665
New +$286K 0.03% 526

Other funds holding SPXC

BlackRock
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
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