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Evergreen Capital Management’s SPX Corp SPXC Stock Holding History

Evergreen Capital Management’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 		$967K Sell
4,836
-20
-0.4% -$4.3K 0.02% 501
2025
Q4 		$971K Sell
4,856
-64
-1% -$13.1K 0.02% 479
2025
Q3 		$919K Buy
4,920
+920
+23% +$170K 0.02% 430
2025
Q2 		$671K Buy
4,000
+10
+0.3% +$1.47K 0.02% 461
2025
Q1 		$514K Buy
3,990
+244
+7% +$34.9K 0.02% 496
2024
Q4 		$545K Buy
3,746
+159
+4% +$25.6K 0.02% 475
2024
Q3 		$572K Buy
3,587
+49
+1% +$7.39K 0.02% 459
2024
Q2 		$503K Buy
3,538
+146
+4% +$19.3K 0.02% 461
2024
Q1 		$418K Sell
3,392
-7
-0.2% -$760 0.02% 497
2023
Q4 		$343K Sell
3,399
-59
-2% -$5.11K 0.01% 537
2023
Q3 		$281K Buy
3,458
+181
+6% +$14.6K 0.01% 580
2023
Q2 		$278K Buy
3,277
+330
+11% +$24.6K 0.01% 593
2023
Q1 		$208K Buy
+2,947
New +$209K 0.01% 647

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

Evergreen Capital Management's SPXC Position: Q1 2026 in Review

Evergreen Capital Management reduced its SPX Corp (SPXC) stake by 0.41% in Q1 2026, selling an estimated $4.3K and leaving 4,836 shares worth $967K. The position accounts for 0.02% of the portfolio, ranked #501.

Evergreen Capital Management first reported a position in SPXC in Q1 2023 and has held it in 13 quarters since. The position peaked at $971K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

  • Evergreen Capital Management held 4,836 shares of SPX Corp worth $967K as of Q1 2026.
  • Evergreen Capital Management sold 20 SPX Corp shares in Q1 2026, an estimated $4.3K.
  • SPX Corp made up 0.02% of Evergreen Capital Management's portfolio in Q1 2026, its #501 holding.
  • Evergreen Capital Management first reported a position in SPX Corp in Q1 2023 and has held it in 13 quarters since.
  • Evergreen Capital Management's SPX Corp position peaked at $971K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

Based on Evergreen Capital Management's 13F filing for Q1 2026, filed 14 May 2026.