WA
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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
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 $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 $1.02T AUM 30.18% 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