Avantax Advisory Services’s State Street SPDR S&P China ETF GXC Stock Holding History

Avantax Advisory Services’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	-2,827	Closed	-$202K	–	1616
2023 Q3	$202K	Hold	2,827	–	–	﹤0.01%	1430
2023 Q2	$209K	Hold	2,827	–	–	﹤0.01%	1383
2023 Q1	$233K	Sell	2,827 -82	-3%	-$6.88K	﹤0.01%	1285
2022 Q4	$228K	Buy	2,909 +48	+2%	+$3.48K	﹤0.01%	1247
2022 Q3	$203K	Hold	2,861	–	–	﹤0.01%	1209
2022 Q2	$263K	Sell	2,861 -175	-6%	-$14.9K	﹤0.01%	1066
2022 Q1	$268K	Hold	3,036	–	–	﹤0.01%	1057
2021 Q4	$313K	Sell	3,036 -231	-7%	-$25.4K	﹤0.01%	957
2021 Q3	$360K	Sell	3,267 -173	-5%	-$20.3K	0.01%	844
2021 Q2	$457K	Buy	3,440 +374	+12%	+$49K	0.01%	733
2021 Q1	$399K	Sell	3,066 -353	-10%	-$49.7K	0.01%	689
2020 Q4	$445K	Sell	3,419 -90	-3%	-$11.4K	0.01%	590
2020 Q3	$418K	Buy	3,509 +148	+4%	+$17.4K	0.01%	875
2020 Q2	$351K	Buy	3,361 +9	+0.3%	+$885	0.01%	585
2020 Q1	$305K	Sell	3,352 -319	-9%	-$31.5K	0.01%	571
2019 Q4	$376K	Buy	3,671 +14	+0.4%	+$1.34K	0.01%	561
2019 Q3	$330K	Buy	3,657 +17	+0.5%	+$1.57K	0.01%	417
2019 Q2	$348K	Sell	3,640 -16	-0.4%	-$1.55K	0.02%	366
2019 Q1	$367K	Buy	3,656 +15	+0.4%	+$1.43K	0.02%	318
2018 Q4	$308K	Buy	+3,641	New	+$324K	0.05%	295

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

Avantax Advisory Services's GXC Position: Q4 2023 in Review

Avantax Advisory Services sold out of State Street SPDR S&P China ETF (GXC) in Q4 2023, closing a stake of 2,827 shares — an estimated $202K sold.

Avantax Advisory Services first reported a position in GXC in Q4 2018 and held it in 20 quarters. The position peaked at $457K in Q2 2021. 84 funds tracked by Wall St. Rank hold GXC as of Q4 2023.

Avantax Advisory Services reported no remaining State Street SPDR S&P China ETF position as of Q4 2023 after selling out during the quarter.
Avantax Advisory Services sold 2,827 State Street SPDR S&P China ETF shares in Q4 2023, an estimated $202K.
Avantax Advisory Services first reported a position in State Street SPDR S&P China ETF in Q4 2018 and held it in 20 quarters.
Avantax Advisory Services's State Street SPDR S&P China ETF position peaked at $457K in Q2 2021.
84 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2023.

Based on Avantax Advisory Services's 13F filing for Q4 2023, filed 7 Feb 2024.