EWA
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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
Q2 		$34.1K Sell
139
-269
-66% -$58.9K ﹤0.01% 2040
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
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JT
Jupiter Topco New York $245B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's SPXC Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its SPX Corp (SPXC) stake by 66% in Q2 2026, selling an estimated $58.9K and leaving 139 shares worth $34.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2040.

EverSource Wealth Advisors first reported a position in SPXC in Q4 2021 and has held it in 19 quarters since. The position peaked at $81.6K in Q1 2026. 516 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • EverSource Wealth Advisors held 139 shares of SPX Corp worth $34.1K as of Q2 2026.
  • EverSource Wealth Advisors sold 269 SPX Corp shares in Q2 2026, an estimated $58.9K.
  • SPX Corp made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2040 holding.
  • EverSource Wealth Advisors first reported a position in SPX Corp in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's SPX Corp position peaked at $81.6K in Q1 2026.
  • 516 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.