Kestra Advisory Services’s SPX Corp SPXC Stock Holding History

Kestra Advisory Services’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 Q3	$285K	Buy	1,680 +12	+0.7%	+$2.44K	﹤0.01%	3016
2026 Q2	$409K	Buy	1,668 +175	+12%	+$38.3K	﹤0.01%	2492
2026 Q1	$298K	Buy	1,493 +364	+32%	+$78.2K	﹤0.01%	2629
2025 Q4	$226K	Sell	1,129 -4	-0.4%	-$816	﹤0.01%	2781
2025 Q3	$212K	Sell	1,133 -644	-36%	-$119K	﹤0.01%	2709
2025 Q2	$298K	Buy	+1,777	New	+$260K	﹤0.01%	2359
2025 Q1	–	Sell	-2,100	Closed	-$306K	–	2893
2024 Q4	$306K	Buy	+2,100	New	+$339K	﹤0.01%	2201
2024 Q3	–	Sell	-1,788	Closed	-$254K	–	2721
2024 Q2	$254K	Buy	1,788 +83	+5%	+$11K	﹤0.01%	2228
2024 Q1	$210K	Buy	+1,705	New	+$185K	﹤0.01%	2245

Other funds holding SPXC

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Kestra Advisory Services's SPXC Position: Q3 2026 in Review

Kestra Advisory Services increased its SPX Corp (SPXC) stake by 0.72% in Q3 2026, buying an estimated $2.44K and bringing the position to 1,680 shares worth $285K. The position accounts for ﹤0.01% of the portfolio, ranked #3016.

Kestra Advisory Services first reported a position in SPXC in Q1 2024 and has held it in 9 quarters since. The position peaked at $409K in Q2 2026. 389 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

Kestra Advisory Services held 1,680 shares of SPX Corp worth $285K as of Q3 2026.
Kestra Advisory Services bought 12 SPX Corp shares in Q3 2026, an estimated $2.44K.
SPX Corp made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #3016 holding.
Kestra Advisory Services first reported a position in SPX Corp in Q1 2024 and has held it in 9 quarters since.
Kestra Advisory Services's SPX Corp position peaked at $409K in Q2 2026.
389 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.