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

FirstPurpose 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
2022 Q4	–	Sell	-5,000	Closed	-$354K	–	186
2022 Q3	$354K	Hold	5,000	–	–	0.23%	78
2022 Q2	$459K	Buy	+5,000	New	+$426K	0.31%	56

Other funds holding GXC

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

OPCM

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

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

PPFA

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

OMC

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

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

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

FirstPurpose Wealth's GXC Position: Q4 2022 in Review

FirstPurpose Wealth sold out of State Street SPDR S&P China ETF (GXC) in Q4 2022, closing a stake of 5,000 shares — an estimated $354K sold.

FirstPurpose Wealth first reported a position in GXC in Q2 2022 and held it in 2 quarters. The position peaked at $459K in Q2 2022. 89 funds tracked by Wall St. Rank hold GXC as of Q4 2022.

FirstPurpose Wealth reported no remaining State Street SPDR S&P China ETF position as of Q4 2022 after selling out during the quarter.
FirstPurpose Wealth sold 5,000 State Street SPDR S&P China ETF shares in Q4 2022, an estimated $354K.
FirstPurpose Wealth first reported a position in State Street SPDR S&P China ETF in Q2 2022 and held it in 2 quarters.
FirstPurpose Wealth's State Street SPDR S&P China ETF position peaked at $459K in Q2 2022.
89 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2022.

Based on FirstPurpose Wealth's 13F filing for Q4 2022, filed 26 Jan 2023.