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

Executive Wealth Group’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 		$9.01M Buy
141,287
+94,190
+200% +$6.05M 1.88% 16
2023
Q4 		$3.21M Sell
47,097
-2,232
-5% -$156K 2.04% 15
2023
Q3 		$3.53M Hold
49,329
– – 2.51% 11
2023
Q2 		$3.64M Buy
49,329
+349
+0.7% +$27K 2.46% 11
2023
Q1 		$4.03M Hold
48,980
– – 2.85% 11
2022
Q4 		$3.84M Buy
48,980
+16,123
+49% +$1.17M 2.93% 11
2022
Q3 		$2.33M Sell
32,857
-1,368
-4% -$112K 2% 17
2022
Q2 		$3.14M Buy
34,225
+217
+0.6% +$18.5K 2.43% 15
2022
Q1 		$3M Buy
34,008
+500
+1% +$48.7K 1.96% 16
2021
Q4 		$3.46M Sell
33,508
-460
-1% -$50.5K 2.14% 16
2021
Q3 		$3.75M Sell
33,968
-107
-0.3% -$12.5K 2.29% 17
2021
Q2 		$4.52M Sell
34,075
-455
-1% -$59.6K 2.68% 13
2021
Q1 		$4.52M Buy
34,530
+1,350
+4% +$190K 2.78% 13
2020
Q4 		$4.32M Buy
33,180
+187
+0.6% +$23.7K 2.92% 14
2020
Q3 		$3.92M Buy
32,993
+1,500
+5% +$177K 3.01% 15
2020
Q2 		$3.3M Buy
31,493
+40
+0.1% +$3.93K 2.64% 15
2020
Q1 		$2.87M Sell
31,453
-58
-0.2% -$5.73K 2.75% 15
2019
Q4 		$3.23M Sell
31,511
-268
-0.8% -$25.7K 2.45% 16
2019
Q3 		$2.87M Sell
31,779
-1,817
-5% -$168K 2.3% 16
2019
Q2 		$3.21M Buy
33,596
+38
+0.1% +$3.68K 2.46% 14
2019
Q1 		$3.37M Hold
33,558
– – 2.62% 12
2018
Q4 		$2.85M Buy
33,558
+364
+1% +$32.3K 2.69% 12
2018
Q3 		$3.21M Hold
33,194
– – 2.66% 14
2018
Q2 		$3.48M Buy
33,194
+1,793
+6% +$198K 3.1% 11
2018
Q1 		$3.48M Buy
31,401
+635
+2% +$72.7K 2.99% 11
2017
Q4 		$3.3M Buy
+30,766
New +$3.28M 2.95% 11

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 $6.31B AUM 20.77% 1-Year Est. Return
A
Allianz Munich, Germany $9.48B AUM 23.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return

Executive Wealth Group's GXC Position: Q1 2024 in Review

Executive Wealth Group increased its State Street SPDR S&P China ETF (GXC) stake by 200% in Q1 2024, buying an estimated $6.05M and bringing the position to 141,287 shares worth $9.01M. The position accounts for 1.88% of the portfolio, ranked #16.

Executive Wealth Group first reported a position in GXC in Q4 2017 and has held it in 26 quarters since. 81 funds tracked by Wall St. Rank hold GXC as of Q1 2024.

  • Executive Wealth Group held 141,287 shares of State Street SPDR S&P China ETF worth $9.01M as of Q1 2024.
  • Executive Wealth Group bought 94,190 State Street SPDR S&P China ETF shares in Q1 2024, an estimated $6.05M.
  • State Street SPDR S&P China ETF made up 1.88% of Executive Wealth Group's portfolio in Q1 2024, its #16 holding.
  • Executive Wealth Group first reported a position in State Street SPDR S&P China ETF in Q4 2017 and has held it in 26 quarters since.
  • 81 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.