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Cape Investment Advisory’s State Street SPDR S&P China ETF GXC Stock Holding History

Cape Investment Advisory’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
2024
Q1 		– Sell
-7
Closed -$477 – 1030
2023
Q4 		$477 Buy
+7
New +$488 ﹤0.01% 1058

Other funds holding GXC

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWG
Executive Wealth Group Kirkland, Washington $480M AUM 16.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cape Investment Advisory's GXC Position: Q1 2024 in Review

Cape Investment Advisory sold out of State Street SPDR S&P China ETF (GXC) in Q1 2024, closing a stake of 7 shares — an estimated $477 sold.

Cape Investment Advisory first reported a position in GXC in Q4 2023 and held it in 1 quarter. The position peaked at $477 in Q4 2023. 81 funds tracked by Wall St. Rank hold GXC as of Q1 2024.

  • Cape Investment Advisory reported no remaining State Street SPDR S&P China ETF position as of Q1 2024 after selling out during the quarter.
  • Cape Investment Advisory sold 7 State Street SPDR S&P China ETF shares in Q1 2024, an estimated $477.
  • Cape Investment Advisory first reported a position in State Street SPDR S&P China ETF in Q4 2023 and held it in 1 quarter.
  • Cape Investment Advisory's State Street SPDR S&P China ETF position peaked at $477 in Q4 2023.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2024.

Based on Cape Investment Advisory's 13F filing for Q1 2024, filed 21 Jun 2024.