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Kingswood Wealth Advisors’s SPX Corp SPXC Stock Holding History

Kingswood 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 		$695K Buy
2,833
+4
+0.1% +$875 0.03% 516
2026
Q1 		$566K Buy
+2,829
New +$608K 0.03% 519

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

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

Kingswood Wealth Advisors increased its SPX Corp (SPXC) stake by 0.14% in Q2 2026, buying an estimated $875 and bringing the position to 2,833 shares worth $695K. The position accounts for 0.03% of the portfolio, ranked #516.

Kingswood Wealth Advisors first reported a position in SPXC in Q1 2026 and has held it in 2 quarters since. 512 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Kingswood Wealth Advisors held 2,833 shares of SPX Corp worth $695K as of Q2 2026.
  • Kingswood Wealth Advisors bought 4 SPX Corp shares in Q2 2026, an estimated $875.
  • SPX Corp made up 0.03% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #516 holding.
  • Kingswood Wealth Advisors first reported a position in SPX Corp in Q1 2026 and has held it in 2 quarters since.
  • 512 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.