Aptus Capital Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

Aptus Capital Advisors’s Portfolio GXC Stock Details GXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-27	Closed	-$1.93K	–	937
2023 Q3	$1.93K	Buy	+27	New	+$2.01K	﹤0.01%	868
2023 Q2	–	Sell	-183	Closed	-$15.1K	–	823
2023 Q1	$15.1K	Sell	183 -47	-20%	-$3.94K	﹤0.01%	654
2022 Q4	$18K	Buy	230 +183	+389%	+$13.3K	﹤0.01%	655
2022 Q3	$3K	Buy	+47	New	+$3.85K	﹤0.01%	725

Other funds holding GXC

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Aptus Capital Advisors's GXC Position: Q4 2023 in Review

Aptus Capital Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q4 2023, closing a stake of 27 shares — an estimated $1.93K sold.

Aptus Capital Advisors first reported a position in GXC in Q3 2022 and held it in 4 quarters. The position peaked at $18K in Q4 2022. 84 funds tracked by Wall St. Rank hold GXC as of Q4 2023.

Aptus Capital Advisors reported no remaining State Street SPDR S&P China ETF position as of Q4 2023 after selling out during the quarter.
Aptus Capital Advisors sold 27 State Street SPDR S&P China ETF shares in Q4 2023, an estimated $1.93K.
Aptus Capital Advisors first reported a position in State Street SPDR S&P China ETF in Q3 2022 and held it in 4 quarters.
Aptus Capital Advisors's State Street SPDR S&P China ETF position peaked at $18K in Q4 2022.
84 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2023.

Based on Aptus Capital Advisors's 13F filing for Q4 2023, filed 13 Feb 2024.