Segment Wealth Management’s SPX Corp SPXC Stock Holding History

Segment Wealth 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	$2.49M	Buy	10,167 +635	+7%	+$139K	0.13%	108
2026 Q1	$1.91M	Buy	+9,532	New	+$2.05M	0.11%	122
2025 Q4	–	Sell	-1,200	Closed	-$224K	–	321
2025 Q3	$224K	Hold	1,200	–	–	0.01%	273
2025 Q2	$201K	Buy	+1,200	New	+$176K	0.01%	281
2025 Q1	–	Sell	-1,500	Closed	-$218K	–	290
2024 Q4	$218K	Hold	1,500	–	–	0.01%	254
2024 Q3	$239K	Hold	1,500	–	–	0.02%	245
2024 Q2	$213K	Sell	1,500 -500	-25%	-$66K	0.02%	249
2024 Q1	$246K	Hold	2,000	–	–	0.02%	224
2023 Q4	$202K	Buy	+2,000	New	+$173K	0.02%	243
2018 Q4	–	Sell	-7,147	Closed	-$239K	–	216
2018 Q3	$239K	Buy	7,147 +147	+2%	+$5.18K	0.05%	193
2018 Q2	$245K	Sell	7,000 -1,000	-13%	-$33.9K	0.06%	177
2018 Q1	$260K	Hold	8,000	–	–	0.06%	163
2017 Q4	$251K	Sell	8,000 -1,000	-11%	-$30.3K	0.06%	171
2017 Q3	$264K	Sell	9,000 -1,000	-10%	-$26.3K	0.07%	167
2017 Q2	$252K	Hold	10,000	–	–	0.07%	174
2017 Q1	$243K	Hold	10,000	–	–	0.08%	160
2016 Q4	$237K	Sell	10,000 -5,000	-33%	-$110K	0.09%	147
2016 Q3	$302K	Sell	15,000 -5,645	-27%	-$100K	0.12%	120
2016 Q2	$307K	Buy	+20,645	New	+$327K	0.13%	109
2015 Q3	–	Sell	-18,124	Closed	-$330K	–	171
2015 Q2	$330K	Sell	18,124 -6,353	-26%	-$124K	0.11%	124
2015 Q1	$523K	Hold	24,477	–	–	0.17%	98
2014 Q4	$530K	Buy	24,477 +2,382	+11%	+$53.2K	0.2%	85
2014 Q3	$523K	Sell	22,095 -1,191	-5%	-$30.9K	0.2%	98
2014 Q2	$635K	Buy	23,286 +1,191	+5%	+$30.9K	0.25%	91
2014 Q1	$547K	Buy	22,095 +6,354	+40%	+$163K	0.25%	84
2013 Q4	$395K	Hold	15,741	–	–	0.19%	98
2013 Q3	$336K	Hold	15,741	–	–	0.18%	108
2013 Q2	$285K	Buy	+15,741	New	+$300K	0.17%	110

Other funds holding SPXC

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

MAP

Moody Aldrich Partners Marblehead, Massachusetts $557M AUM 122.79% 1-Year Est. Return

RWA

Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Segment Wealth Management's SPXC Position: Q2 2026 in Review

Segment Wealth Management increased its SPX Corp (SPXC) stake by 6.7% in Q2 2026, buying an estimated $139K and bringing the position to 10,167 shares worth $2.49M. The position accounts for 0.13% of the portfolio, ranked #108.

Segment Wealth Management first reported a position in SPXC in Q2 2013 and has held it in 28 quarters since. 70 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

Segment Wealth Management held 10,167 shares of SPX Corp worth $2.49M as of Q2 2026.
Segment Wealth Management bought 635 SPX Corp shares in Q2 2026, an estimated $139K.
SPX Corp made up 0.13% of Segment Wealth Management's portfolio in Q2 2026, its #108 holding.
Segment Wealth Management first reported a position in SPX Corp in Q2 2013 and has held it in 28 quarters since.
70 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Segment Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.