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Summit Trail Advisors’s SPX Corp SPXC Stock Holding History

Summit Trail Advisors’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 		$281K Buy
+1,146
New +$251K ﹤0.01% 1351
2018
Q1 		– Sell
-9
Closed – – 1481
2017
Q4 		$0 Buy
+9
New +$273 ﹤0.01% 2083

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 $3.37T AUM 44.26% 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

Summit Trail Advisors's SPXC Position: Q2 2026 in Review

Summit Trail Advisors opened a new position in SPX Corp (SPXC) in Q2 2026: 1,146 shares worth $281K. The stake represents ﹤0.01% of the portfolio and ranks #1351 among its holdings. This is a return to the name: Summit Trail Advisors previously reported a position in SPXC as recently as Q4 2017.

Summit Trail Advisors first reported a position in SPXC in Q4 2017 and has held it in 2 quarters since. 513 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Summit Trail Advisors held 1,146 shares of SPX Corp worth $281K as of Q2 2026.
  • SPX Corp was a new Summit Trail Advisors position in Q2 2026.
  • SPX Corp made up ﹤0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #1351 holding.
  • Summit Trail Advisors first reported a position in SPX Corp in Q4 2017 and has held it in 2 quarters since.
  • 513 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.