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Mount Yale Investment Advisors’s SPX Corp SPXC Stock Holding History

Mount Yale Investment 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
Q1 		$510K Buy
+2,553
New +$548K 0.01% 714
2025
Q4 		– Sell
-1,112
Closed -$208K – 791
2025
Q3 		$208K Sell
1,112
-1,562
-58% -$289K 0.01% 621
2025
Q2 		$448K Buy
2,674
+39
+1% +$5.71K 0.04% 365
2025
Q1 		$339K Buy
2,635
+300
+13% +$43K 0.03% 406
2024
Q4 		$340K Buy
2,335
+4
+0.2% +$645 0.03% 413
2024
Q3 		$372K Sell
2,331
-55
-2% -$8.3K 0.04% 385
2024
Q2 		$339K Sell
2,386
-328
-12% -$43.3K 0.03% 407
2024
Q1 		$334K Sell
2,714
-457
-14% -$49.6K 0.03% 425
2023
Q4 		$320K Sell
3,171
-33
-1% -$2.86K 0.03% 401
2023
Q3 		$261K Sell
3,204
-77
-2% -$6.2K 0.03% 417
2023
Q2 		$279K Sell
3,281
-864
-21% -$64.3K 0.03% 406
2023
Q1 		$293K Sell
4,145
-186
-4% -$13.2K 0.03% 382
2022
Q4 		$284K Sell
4,331
-662
-13% -$43.3K 0.03% 366
2022
Q3 		$276K Sell
4,993
-811
-14% -$46.4K 0.04% 357
2022
Q2 		$307K Buy
5,804
+55
+1% +$2.65K 0.04% 349
2022
Q1 		$284K Buy
5,749
+987
+21% +$51.1K 0.03% 379
2021
Q4 		$284K Sell
4,762
-73
-2% -$4.42K 0.03% 389
2021
Q3 		$258K Sell
4,835
-572
-11% -$35.1K 0.03% 384
2021
Q2 		$330K Sell
5,407
-40
-0.7% -$2.43K 0.04% 304
2021
Q1 		$317K Buy
5,447
+602
+12% +$34.3K 0.04% 301
2020
Q4 		$264K Buy
4,845
+29
+0.6% +$1.46K 0.04% 323
2020
Q3 		$223K Buy
+4,816
New +$203K 0.03% 313

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 $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mount Yale Investment Advisors's SPXC Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in SPX Corp (SPXC) in Q1 2026: 2,553 shares worth $510K. The stake represents 0.01% of the portfolio and ranks #714 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in SPXC as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in SPXC in Q3 2020 and has held it in 22 quarters since. 481 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

  • Mount Yale Investment Advisors held 2,553 shares of SPX Corp worth $510K as of Q1 2026.
  • SPX Corp was a new Mount Yale Investment Advisors position in Q1 2026.
  • SPX Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #714 holding.
  • Mount Yale Investment Advisors first reported a position in SPX Corp in Q3 2020 and has held it in 22 quarters since.
  • 481 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.