Root Financial Partners
SPXC icon

Root Financial Partners’s SPX Corp SPXC Stock Holding History

Root Financial Partners’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
Q3 		$17.6K Buy
+104
New +$21.1K ﹤0.01% 1617
2026
Q2 		– Sell
-112
Closed -$22.4K – 2796
2026
Q1 		$22.4K Buy
112
+2
+2% +$430 ﹤0.01% 1254
2025
Q4 		$22K Buy
110
+23
+26% +$4.69K ﹤0.01% 1141
2025
Q3 		$16.2K Buy
+87
New +$16.1K ﹤0.01% 1220

Other funds holding SPXC

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Root Financial Partners's SPXC Position: Q3 2026 in Review

Root Financial Partners opened a new position in SPX Corp (SPXC) in Q3 2026: 104 shares worth $17.6K. The stake represents ﹤0.01% of the portfolio and ranks #1617 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in SPXC as recently as Q1 2026.

Root Financial Partners first reported a position in SPXC in Q3 2025 and has held it in 4 quarters since. The position peaked at $22.4K in Q1 2026. 389 funds tracked by Wall St. Rank hold SPXC as of Q3 2026.

  • Root Financial Partners held 104 shares of SPX Corp worth $17.6K as of Q3 2026.
  • SPX Corp was a new Root Financial Partners position in Q3 2026.
  • SPX Corp made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1617 holding.
  • Root Financial Partners first reported a position in SPX Corp in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's SPX Corp position peaked at $22.4K in Q1 2026.
  • 389 funds tracked by Wall St. Rank held SPX Corp as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.