EverSource Wealth Advisors’s SPX Corp SPXC Stock Holding History

EverSource Wealth Advisors’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	$81.6K	Buy	408 +38	+10%	+$8.16K	﹤0.01%	1559
2025 Q4	$74K	Sell	370 -55	-13%	-$11.2K	﹤0.01%	1478
2025 Q3	$79.4K	Hold	425	–	–	﹤0.01%	1399
2025 Q2	$71.3K	Buy	425 +164	+63%	+$24K	﹤0.01%	1391
2025 Q1	$33.6K	Buy	261 +16	+7%	+$2.29K	﹤0.01%	1427
2024 Q4	$35.7K	Sell	245 -15	-6%	-$2.42K	﹤0.01%	1342
2024 Q3	$41.5K	Hold	260	–	–	﹤0.01%	1141
2024 Q2	$38.4K	Sell	260 -3	-1%	-$396	﹤0.01%	1214
2024 Q1	$32K	Hold	263	–	–	﹤0.01%	1164
2023 Q4	$26.6K	Sell	263 -108	-29%	-$9.35K	﹤0.01%	1125
2023 Q3	$30.2K	Hold	371	–	–	﹤0.01%	976
2023 Q2	$31.5K	Sell	371 -7	-2%	-$521	﹤0.01%	999
2023 Q1	$26.7K	Sell	378 -38	-9%	-$2.69K	﹤0.01%	981
2022 Q4	$27.3K	Hold	416	–	–	﹤0.01%	970
2022 Q3	$22K	Buy	416 +45	+12%	+$2.58K	0.01%	875
2022 Q2	$19K	Buy	371 +325	+707%	+$15.7K	﹤0.01%	847
2022 Q1	$2K	Hold	46	–	–	﹤0.01%	1580
2021 Q4	$3K	Buy	+46	New	+$2.79K	﹤0.01%	1459

Other funds holding SPXC

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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