Carson Wealth (CWM LLC)
GXC icon

Carson Wealth (CWM LLC)’s State Street SPDR S&P China ETF GXC Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-3
Closed – – 5382
2025
Q2 		$0 Sell
3
-578
-99% -$48.5K ﹤0.01% 5183
2025
Q1 		$50K Buy
581
+470
+423% +$38.6K ﹤0.01% 2994
2024
Q4 		$8K Sell
111
-25
-18% -$2K ﹤0.01% 3991
2024
Q3 		$11K Hold
136
– – ﹤0.01% 3734
2024
Q2 		$9K Sell
136
-4
-3% -$282 ﹤0.01% 3603
2024
Q1 		$9K Hold
140
– – ﹤0.01% 3395
2023
Q4 		$10K Sell
140
-2
-1% -$139 ﹤0.01% 3177
2023
Q3 		$10K Hold
142
– – ﹤0.01% 3131
2023
Q2 		$10K Sell
142
-449
-76% -$34.8K ﹤0.01% 3077
2023
Q1 		$49K Buy
591
+450
+319% +$37.8K ﹤0.01% 1887
2022
Q4 		$11K Buy
141
+1
+0.7% +$72 ﹤0.01% 2749
2022
Q3 		$10K Sell
140
-127
-48% -$10.4K ﹤0.01% 2676
2022
Q2 		$24K Sell
267
-17
-6% -$1.45K ﹤0.01% 2008
2022
Q1 		$25K Hold
284
– – ﹤0.01% 1945
2021
Q4 		$29K Buy
+284
New +$31.2K ﹤0.01% 1792
2021
Q2 		$38K Hold
284
– – ﹤0.01% 1519
2021
Q1 		$38K Hold
284
– – ﹤0.01% 1519
2020
Q4 		$38K Hold
284
– – ﹤0.01% 1519
2020
Q3 		$38K Hold
284
– – ﹤0.01% 1519
2020
Q2 		$38K Hold
284
– – ﹤0.01% 1517
2020
Q1 		$38K Hold
284
– – ﹤0.01% 1517
2019
Q4 		$38K Hold
284
– – ﹤0.01% 1517
2019
Q3 		$38K Hold
284
– – ﹤0.01% 1517
2019
Q2 		$38K Hold
284
– – ﹤0.01% 1517
2019
Q1 		$38K Buy
284
+165
+139% +$15.7K ﹤0.01% 1517
2018
Q4 		$10K Buy
119
+23
+24% +$2.04K ﹤0.01% 1327
2018
Q3 		$9K Buy
96
+35
+57% +$3.48K ﹤0.01% 1184
2018
Q2 		$6K Buy
+61
New +$6.74K ﹤0.01% 1149
2017
Q4 		– Sell
-63
Closed -$6K – 1507
2017
Q3 		$6K Buy
+63
New +$6.17K ﹤0.01% 1026
2015
Q4 		– Sell
-54
Closed -$4K – 713
2015
Q3 		$4K Buy
+54
New +$4.08K ﹤0.01% 520
2014
Q4 		– Sell
-59,738
Closed -$4.58M – 182
2014
Q3 		$4.58M Buy
+59,738
New +$4.79M 0.66% 48

Other funds holding GXC

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GXC Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of State Street SPDR S&P China ETF (GXC) in Q3 2025, closing a stake of 3 shares.

Carson Wealth (CWM LLC) first reported a position in GXC in Q3 2014 and held it in 31 quarters. The position peaked at $4.58M in Q3 2014. 80 funds tracked by Wall St. Rank hold GXC as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining State Street SPDR S&P China ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 3 State Street SPDR S&P China ETF shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in State Street SPDR S&P China ETF in Q3 2014 and held it in 31 quarters.
  • Carson Wealth (CWM LLC)'s State Street SPDR S&P China ETF position peaked at $4.58M in Q3 2014.
  • 80 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.