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Spire Wealth Management’s SPX Corp SPXC Stock Holding History

Spire 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
Q1 		$96K Hold
480
– – ﹤0.01% 973
2025
Q4 		$96.1K Buy
480
+304
+173% +$62K ﹤0.01% 1000
2025
Q3 		$32.8K Buy
176
+29
+20% +$5.36K ﹤0.01% 1365
2025
Q2 		$24.7K Sell
147
-281
-66% -$41.2K ﹤0.01% 1440
2025
Q1 		$55.1K Buy
428
+38
+10% +$5.44K ﹤0.01% 1242
2024
Q4 		$56.8K Buy
+390
New +$62.9K ﹤0.01% 1236
2022
Q1 		– Sell
-678
Closed -$40K – 2843
2021
Q4 		$40K Buy
+678
New +$41.1K ﹤0.01% 1824
2021
Q2 		– Sell
-678
Closed -$40K – 2936
2021
Q1 		$40K Buy
+678
New +$38.6K ﹤0.01% 1848

Other funds holding SPXC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return