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NEOS Investment Management’s SPX Corp SPXC Stock Holding History

NEOS Investment Management’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 		– Sell
-36,616
Closed -$7.33M – 648
2025
Q4 		$7.33M Buy
36,616
+979
+3% +$200K 0.04% 275
2025
Q3 		$6.66M Sell
35,637
-3,883
-10% -$718K 0.05% 261
2025
Q2 		$6.63M Sell
39,520
-21,528
-35% -$3.15M 0.08% 202
2025
Q1 		$7.86M Buy
61,048
+20,280
+50% +$2.9M 0.15% 148
2024
Q4 		$5.93M Buy
40,768
+7,592
+23% +$1.22M 0.14% 136
2024
Q3 		$5.29M Buy
33,176
+12,168
+58% +$1.84M 0.16% 121
2024
Q2 		$2.99M Buy
21,008
+15,496
+281% +$2.04M 0.12% 151
2024
Q1 		$679K Buy
5,512
+1,768
+47% +$192K 0.04% 326
2023
Q4 		$378K Hold
3,744
– – 0.04% 335
2023
Q3 		$305K Buy
+3,744
New +$301K 0.04% 275

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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