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

Clearstead 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
2024 Q4	–	Sell	-47	Closed	-$3.86K	–	2135
2024 Q3	$3.86K	Buy	+47	New	+$3.21K	﹤0.01%	1751
2022 Q3	–	Sell	-77	Closed	-$7K	–	1292
2022 Q2	$7K	Buy	+77	New	+$6.57K	﹤0.01%	963
2021 Q4	–	Sell	-275	Closed	-$30K	–	1340
2021 Q3	$30K	Sell	275 -50	-15%	-$5.86K	﹤0.01%	704
2021 Q2	$43K	Sell	325 -323	-50%	-$42.3K	﹤0.01%	583
2021 Q1	$85K	Hold	648	–	–	0.01%	465
2020 Q4	$84K	Buy	+648	New	+$82.2K	0.01%	445

Other funds holding GXC

OPCM

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

PPFA

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Clearstead Advisors's GXC Position: Q4 2024 in Review

Clearstead Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q4 2024, closing a stake of 47 shares — an estimated $3.86K sold.

Clearstead Advisors first reported a position in GXC in Q4 2020 and held it in 6 quarters. The position peaked at $85K in Q1 2021. 71 funds tracked by Wall St. Rank hold GXC as of Q4 2024.

Clearstead Advisors reported no remaining State Street SPDR S&P China ETF position as of Q4 2024 after selling out during the quarter.
Clearstead Advisors sold 47 State Street SPDR S&P China ETF shares in Q4 2024, an estimated $3.86K.
Clearstead Advisors first reported a position in State Street SPDR S&P China ETF in Q4 2020 and held it in 6 quarters.
Clearstead Advisors's State Street SPDR S&P China ETF position peaked at $85K in Q1 2021.
71 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2024.

Based on Clearstead Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.