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O'Shaughnessy Asset Management’s SPX Corp SPXC Stock Holding History

O'Shaughnessy Asset 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
Q2 		$622K Sell
2,535
-3,998
-61% -$875K ﹤0.01% 1496
2026
Q1 		$1.31M Buy
6,533
+526
+9% +$113K 0.01% 1064
2025
Q4 		$1.2M Buy
6,007
+86
+1% +$17.6K 0.01% 1062
2025
Q3 		$1.11M Buy
5,921
+504
+9% +$93.1K 0.01% 1074
2025
Q2 		$908K Sell
5,417
-492
-8% -$72.1K 0.01% 1099
2025
Q1 		$761K Buy
5,909
+1,870
+46% +$268K 0.01% 1117
2024
Q4 		$588K Sell
4,039
-1,007
-20% -$162K 0.01% 1209
2024
Q3 		$856K Buy
5,046
+1,768
+54% +$267K 0.01% 956
2024
Q2 		$466K Buy
3,278
+440
+16% +$58.1K ﹤0.01% 1158
2024
Q1 		$349K Buy
+2,838
New +$308K ﹤0.01% 1253
2022
Q2 		– Sell
-9,602
Closed -$474K – 1352
2022
Q1 		$474K Sell
9,602
-1,672
-15% -$86.5K 0.01% 737
2021
Q4 		$673K Sell
11,274
-5,299
-32% -$321K 0.01% 612
2021
Q3 		$888K Sell
16,573
-3,252
-16% -$199K 0.02% 498
2021
Q2 		$1.21M Sell
19,825
-1,500
-7% -$91.2K 0.02% 428
2021
Q1 		$1.24M Sell
21,325
-8,656
-29% -$493K 0.03% 362
2020
Q4 		$1.64M Buy
29,981
+6,033
+25% +$303K 0.04% 247
2020
Q3 		$1.11M Sell
23,948
-1,771
-7% -$74.6K 0.03% 278
2020
Q2 		$1.06M Sell
25,719
-425
-2% -$16K 0.03% 261
2020
Q1 		$857K Buy
26,144
+12,595
+93% +$567K 0.03% 234
2019
Q4 		$688K Buy
+13,549
New +$619K 0.02% 346

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

O'Shaughnessy Asset Management's SPXC Position: Q2 2026 in Review

O'Shaughnessy Asset Management reduced its SPX Corp (SPXC) stake by 61% in Q2 2026, selling an estimated $875K and leaving 2,535 shares worth $622K. The position accounts for ﹤0.01% of the portfolio, ranked #1496.

O'Shaughnessy Asset Management first reported a position in SPXC in Q4 2019 and has held it in 20 quarters since. The position peaked at $1.64M in Q4 2020. 515 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • O'Shaughnessy Asset Management held 2,535 shares of SPX Corp worth $622K as of Q2 2026.
  • O'Shaughnessy Asset Management sold 3,998 SPX Corp shares in Q2 2026, an estimated $875K.
  • SPX Corp made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q2 2026, its #1496 holding.
  • O'Shaughnessy Asset Management first reported a position in SPX Corp in Q4 2019 and has held it in 20 quarters since.
  • O'Shaughnessy Asset Management's SPX Corp position peaked at $1.64M in Q4 2020.
  • 515 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.