WA
SPXC icon

Waverly Advisors’s SPX Corp SPXC Stock Holding History

Waverly 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 		$1.04M Buy
4,262
+164
+4% +$35.9K 0.01% 881
2026
Q1 		$819K Buy
4,098
+15
+0.4% +$3.22K 0.01% 892
2025
Q4 		$817K Buy
4,083
+55
+1% +$11.2K 0.01% 826
2025
Q3 		$752K Buy
4,028
+32
+0.8% +$5.91K 0.01% 717
2025
Q2 		$670K Buy
3,996
+64
+2% +$9.38K 0.01% 731
2025
Q1 		$506K Buy
3,932
+178
+5% +$25.5K 0.01% 768
2024
Q4 		$546K Sell
3,754
-275
-7% -$44.4K 0.01% 661
2024
Q3 		$642K Sell
4,029
-163
-4% -$24.6K 0.01% 535
2024
Q2 		$596K Buy
4,192
+1,543
+58% +$204K 0.01% 536
2024
Q1 		$326K Sell
2,649
-36
-1% -$3.91K 0.01% 549
2023
Q4 		$271K Sell
2,685
-4
-0.1% -$346 0.01% 373
2023
Q3 		$219K Buy
2,689
+4
+0.1% +$322 0.01% 373
2023
Q2 		$228K Buy
+2,685
New +$200K 0.01% 330

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 $3.38T AUM 44.17% 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

Waverly Advisors's SPXC Position: Q2 2026 in Review

Waverly Advisors increased its SPX Corp (SPXC) stake by 4% in Q2 2026, buying an estimated $35.9K and bringing the position to 4,262 shares worth $1.04M. The position accounts for 0.01% of the portfolio, ranked #881.

Waverly Advisors first reported a position in SPXC in Q2 2023 and has held it in 13 quarters since. 516 funds tracked by Wall St. Rank hold SPXC as of Q2 2026.

  • Waverly Advisors held 4,262 shares of SPX Corp worth $1.04M as of Q2 2026.
  • Waverly Advisors bought 164 SPX Corp shares in Q2 2026, an estimated $35.9K.
  • SPX Corp made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #881 holding.
  • Waverly Advisors first reported a position in SPX Corp in Q2 2023 and has held it in 13 quarters since.
  • 516 funds tracked by Wall St. Rank held SPX Corp as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.