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Private Wealth Asset Management’s SPX Corp SPXC Stock Holding History

Private Wealth 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
Q1 		– Sell
-2
Closed -$400 – 1109
2025
Q4 		$400 Hold
2
– – ﹤0.01% 905
2025
Q3 		$374 Hold
2
– – ﹤0.01% 901
2025
Q2 		$335 Hold
2
– – ﹤0.01% 903
2025
Q1 		$258 Buy
+2
New +$286 ﹤0.01% 1053

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Private Wealth Asset Management's SPXC Position: Q1 2026 in Review

Private Wealth Asset Management sold out of SPX Corp (SPXC) in Q1 2026, closing a stake of 2 shares — an estimated $400 sold.

Private Wealth Asset Management first reported a position in SPXC in Q1 2025 and held it in 4 quarters. The position peaked at $400 in Q4 2025. 484 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

  • Private Wealth Asset Management reported no remaining SPX Corp position as of Q1 2026 after selling out during the quarter.
  • Private Wealth Asset Management sold 2 SPX Corp shares in Q1 2026, an estimated $400.
  • Private Wealth Asset Management first reported a position in SPX Corp in Q1 2025 and held it in 4 quarters.
  • Private Wealth Asset Management's SPX Corp position peaked at $400 in Q4 2025.
  • 484 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

Based on Private Wealth Asset Management's 13F filing for Q1 2026, filed 6 May 2026.