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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
Q2 		$659K Buy
2,689
+136
+5% +$29.8K 0.01% 697
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 $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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's SPXC Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its SPX Corp (SPXC) stake by 5.3% in Q2 2026, buying an estimated $29.8K and bringing the position to 2,689 shares worth $659K. The position accounts for 0.01% of the portfolio, ranked #697.

Mount Yale Investment Advisors first reported a position in SPXC in Q3 2020 and has held it in 23 quarters since. 515 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Mount Yale Investment Advisors held 2,689 shares of SPX Corp worth $659K as of Q2 2026.
  • Mount Yale Investment Advisors bought 136 SPX Corp shares in Q2 2026, an estimated $29.8K.
  • SPX Corp made up 0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #697 holding.
  • Mount Yale Investment Advisors first reported a position in SPX Corp in Q3 2020 and has held it in 23 quarters since.
  • 515 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.