Optimize Financial’s SPX Corp SPXC Stock Holding History

Optimize Financial’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	$419K	Sell	1,711 -5	-0.3%	-$1.09K	0.15%	197
2026 Q1	$343K	Buy	+1,716	New	+$369K	0.17%	232

Other funds holding SPXC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Jupiter Topco New York $245B AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Optimize Financial's SPXC Position: Q2 2026 in Review

Optimize Financial reduced its SPX Corp (SPXC) stake by 0.29% in Q2 2026, selling an estimated $1.09K and leaving 1,711 shares worth $419K. The position accounts for 0.15% of the portfolio, ranked #197.

Optimize Financial first reported a position in SPXC in Q1 2026 and has held it in 2 quarters since. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

Optimize Financial held 1,711 shares of SPX Corp worth $419K as of Q2 2026.
Optimize Financial sold 5 SPX Corp shares in Q2 2026, an estimated $1.09K.
SPX Corp made up 0.15% of Optimize Financial's portfolio in Q2 2026, its #197 holding.
Optimize Financial first reported a position in SPX Corp in Q1 2026 and has held it in 2 quarters since.
513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.