CreativeOne Wealth’s State Street SPDR S&P China ETF GXC Stock Holding History

CreativeOne Wealth’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
2026 Q2	–	Sell	-2,330	Closed	-$217K	–	1229
2026 Q1	$217K	Sell	2,330 -287	-11%	-$28.4K	0.01%	1102
2025 Q4	$253K	Buy	2,617 +447	+21%	+$45.1K	0.01%	1030
2025 Q3	$228K	Sell	2,170 -271	-11%	-$25.9K	0.01%	1055
2025 Q2	$214K	Buy	+2,441	New	+$205K	0.01%	1035

Other funds holding GXC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CreativeOne Wealth's GXC Position: Q2 2026 in Review

CreativeOne Wealth sold out of State Street SPDR S&P China ETF (GXC) in Q2 2026, closing a stake of 2,330 shares — an estimated $217K sold.

CreativeOne Wealth first reported a position in GXC in Q2 2025 and held it in 4 quarters. The position peaked at $253K in Q4 2025. 74 funds tracked by Wall St. Rank hold GXC as of Q2 2026.

CreativeOne Wealth reported no remaining State Street SPDR S&P China ETF position as of Q2 2026 after selling out during the quarter.
CreativeOne Wealth sold 2,330 State Street SPDR S&P China ETF shares in Q2 2026, an estimated $217K.
CreativeOne Wealth first reported a position in State Street SPDR S&P China ETF in Q2 2025 and held it in 4 quarters.
CreativeOne Wealth's State Street SPDR S&P China ETF position peaked at $253K in Q4 2025.
74 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.