Creative Planning
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Creative Planning’s State Street SPDR S&P China ETF GXC Stock Holding History

Creative Planning’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
-300
Closed -$21.5K – 2902
2023
Q3 		$21.5K Buy
+300
New +$22.3K ﹤0.01% 2587
2022
Q2 		– Sell
-300
Closed -$26K – 2392
2022
Q1 		$26K Buy
+300
New +$29.2K ﹤0.01% 2115
2017
Q3 		– Sell
-824
Closed -$74K – 2658
2017
Q2 		$74K Buy
824
+48
+6% +$4.13K ﹤0.01% 2203
2017
Q1 		$64K Buy
776
+757
+3,984% +$60K ﹤0.01% 2289
2016
Q4 		$1K Buy
19
+14
+280% +$1.07K ﹤0.01% 4434
2016
Q3 		$0 Buy
+5
New +$378 ﹤0.01% 4641
2016
Q2 		– Sell
-160
Closed -$11K – 4415
2016
Q1 		$11K Sell
160
-12
-7% -$780 ﹤0.01% 3161
2015
Q4 		$13K Buy
172
+11
+7% +$834 ﹤0.01% 3114
2015
Q3 		$11K Buy
+161
New +$12.2K ﹤0.01% 3140
2015
Q2 		– Sell
-410
Closed -$35K – 1872
2015
Q1 		$35K Buy
410
+177
+76% +$14.3K ﹤0.01% 2268
2014
Q4 		$19K Buy
233
+163
+233% +$12.8K ﹤0.01% 2690
2014
Q3 		$5K Sell
70
-900
-93% -$72.2K ﹤0.01% 3288
2014
Q2 		$73K Sell
970
-610
-39% -$44.6K ﹤0.01% 1631
2014
Q1 		$115K Buy
1,580
+843
+114% +$61.5K ﹤0.01% 1314
2013
Q4 		$57K Buy
737
+677
+1,128% +$51.9K ﹤0.01% 1515
2013
Q3 		$4K Hold
60
– – ﹤0.01% 2798
2013
Q2 		$4K Buy
+60
New +$4.14K ﹤0.01% 2618

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
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
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
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Creative Planning's GXC Position: Q4 2023 in Review

Creative Planning sold out of State Street SPDR S&P China ETF (GXC) in Q4 2023, closing a stake of 300 shares — an estimated $21.5K sold.

Creative Planning first reported a position in GXC in Q2 2013 and held it in 17 quarters. The position peaked at $115K in Q1 2014. 84 funds tracked by Wall St. Rank hold GXC as of Q4 2023.

  • Creative Planning reported no remaining State Street SPDR S&P China ETF position as of Q4 2023 after selling out during the quarter.
  • Creative Planning sold 300 State Street SPDR S&P China ETF shares in Q4 2023, an estimated $21.5K.
  • Creative Planning first reported a position in State Street SPDR S&P China ETF in Q2 2013 and held it in 17 quarters.
  • Creative Planning's State Street SPDR S&P China ETF position peaked at $115K in Q1 2014.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2023.

Based on Creative Planning's 13F filing for Q4 2023, filed 14 Feb 2024.