Optima Capital’s SPX Corp SPXC Stock Holding History

Optima Capital’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	-3	Closed	-$600	–	1131
2025 Q4	$600	Buy	+3	New	+$612	﹤0.01%	1094

Other funds holding SPXC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Optima Capital's SPXC Position: Q1 2026 in Review

Optima Capital sold out of SPX Corp (SPXC) in Q1 2026, closing a stake of 3 shares — an estimated $600 sold.

Optima Capital first reported a position in SPXC in Q4 2025 and held it in 1 quarter. The position peaked at $600 in Q4 2025. 481 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

Optima Capital reported no remaining SPX Corp position as of Q1 2026 after selling out during the quarter.
Optima Capital sold 3 SPX Corp shares in Q1 2026, an estimated $600.
Optima Capital first reported a position in SPX Corp in Q4 2025 and held it in 1 quarter.
Optima Capital's SPX Corp position peaked at $600 in Q4 2025.
481 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

Based on Optima Capital's 13F filing for Q1 2026, filed 5 May 2026.