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JFS Wealth Advisors’s SPX Corp SPXC Stock Holding History

JFS 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 		$12.7K Hold
52
– – ﹤0.01% 908
2026
Q1 		$10.4K Buy
52
+3
+6% +$645 ﹤0.01% 937
2025
Q4 		$9.8K Buy
49
+11
+29% +$2.25K ﹤0.01% 986
2025
Q3 		$7.1K Hold
38
– – ﹤0.01% 998
2025
Q2 		$6.37K Hold
38
– – ﹤0.01% 1001
2025
Q1 		$4.89K Hold
38
– – ﹤0.01% 1135
2024
Q4 		$5.53K Hold
38
– – ﹤0.01% 1094
2024
Q3 		$6.06K Buy
38
+1
+3% +$151 ﹤0.01% 1050
2024
Q2 		$5.26K Hold
37
– – ﹤0.01% 1050
2024
Q1 		$4.56K Hold
37
– – ﹤0.01% 1137
2023
Q4 		$3.74K Buy
37
+1
+3% +$87 ﹤0.01% 1167
2023
Q3 		$2.93K Hold
36
– – ﹤0.01% 1219
2023
Q2 		$3.06K Sell
36
-2
-5% -$149 ﹤0.01% 1221
2023
Q1 		$2.68K Sell
38
-1
-3% -$71 ﹤0.01% 1249
2022
Q4 		$2.56K Buy
39
+2
+5% +$131 ﹤0.01% 1273
2022
Q3 		$2K Buy
37
+13
+54% +$744 ﹤0.01% 1395
2022
Q2 		$1K Buy
24
+2
+9% +$97 ﹤0.01% 1642
2022
Q1 		$1K Buy
22
+12
+120% +$621 ﹤0.01% 1733
2021
Q4 		$1K Buy
+10
New +$606 ﹤0.01% 1562

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 $3.37T AUM 44.26% 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

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

JFS Wealth Advisors held its SPX Corp (SPXC) position steady in Q2 2026 at 52 shares worth $12.7K. The position accounts for ﹤0.01% of the portfolio, ranked #908.

JFS Wealth Advisors first reported a position in SPXC in Q4 2021 and has held it in 19 quarters since. 512 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • JFS Wealth Advisors held 52 shares of SPX Corp worth $12.7K as of Q2 2026.
  • JFS Wealth Advisors left its SPX Corp share count unchanged in Q2 2026.
  • SPX Corp made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #908 holding.
  • JFS Wealth Advisors first reported a position in SPX Corp in Q4 2021 and has held it in 19 quarters since.
  • 512 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.