IAA
SPXC icon

Independent Advisor Alliance’s SPX Corp SPXC Stock Holding History

Independent Advisor Alliance’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
2025
Q2 		– Sell
-2,051
Closed -$264K – 927
2025
Q1 		$264K Buy
2,051
+11
+0.5% +$1.58K 0.01% 690
2024
Q4 		$297K Buy
2,040
+38
+2% +$6.13K ﹤0.01% 1148
2024
Q3 		$319K Buy
+2,002
New +$302K 0.01% 550

Other funds holding SPXC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Independent Advisor Alliance's SPXC Position: Q2 2025 in Review

Independent Advisor Alliance sold out of SPX Corp (SPXC) in Q2 2025, closing a stake of 2,051 shares — an estimated $264K sold.

Independent Advisor Alliance first reported a position in SPXC in Q3 2024 and held it in 3 quarters. The position peaked at $319K in Q3 2024. 389 funds tracked by Wall St. Rank hold SPXC as of Q2 2025.

  • Independent Advisor Alliance reported no remaining SPX Corp position as of Q2 2025 after selling out during the quarter.
  • Independent Advisor Alliance sold 2,051 SPX Corp shares in Q2 2025, an estimated $264K.
  • Independent Advisor Alliance first reported a position in SPX Corp in Q3 2024 and held it in 3 quarters.
  • Independent Advisor Alliance's SPX Corp position peaked at $319K in Q3 2024.
  • 389 funds tracked by Wall St. Rank held SPX Corp as of Q2 2025.

Based on Independent Advisor Alliance's 13F filing for Q2 2025, filed 11 Aug 2025.