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Yorktown Management & Research Company’s SPX Corp SPXC Stock Holding History

Yorktown Management & Research Company’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 		$540K Hold
2,700
– – 0.45% 70
2025
Q4 		$540K Hold
2,700
– – 0.43% 84
2025
Q3 		$504K Hold
2,700
– – 0.4% 89
2025
Q2 		$453K Hold
2,700
– – 0.43% 90
2025
Q1 		$348K Hold
2,700
– – 0.38% 116
2024
Q4 		$393K Hold
2,700
– – 0.38% 123
2024
Q3 		$431K Buy
+2,700
New +$407K 0.44% 103

Other funds holding SPXC

BlackRock
BlackRock New York $5.72T 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

Yorktown Management & Research Company's SPXC Position: Q1 2026 in Review

Yorktown Management & Research Company held its SPX Corp (SPXC) position steady in Q1 2026 at 2,700 shares worth $540K. The position accounts for 0.45% of the portfolio, ranked #70.

Yorktown Management & Research Company first reported a position in SPXC in Q3 2024 and has held it in 7 quarters since. The position peaked at $540K in Q4 2025. 481 funds tracked by Wall St. Rank hold SPXC as of Q1 2026.

  • Yorktown Management & Research Company held 2,700 shares of SPX Corp worth $540K as of Q1 2026.
  • Yorktown Management & Research Company left its SPX Corp share count unchanged in Q1 2026.
  • SPX Corp made up 0.45% of Yorktown Management & Research Company's portfolio in Q1 2026, its #70 holding.
  • Yorktown Management & Research Company first reported a position in SPX Corp in Q3 2024 and has held it in 7 quarters since.
  • Yorktown Management & Research Company's SPX Corp position peaked at $540K in Q4 2025.
  • 481 funds tracked by Wall St. Rank held SPX Corp as of Q1 2026.

Based on Yorktown Management & Research Company's 13F filing for Q1 2026, filed 20 Apr 2026.