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Forum Finance Group’s State Street SPDR S&P China ETF GXC Stock Holding History

Forum Finance 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
2026
Q2 		– Sell
-530
Closed -$39K – 353
2026
Q1 		$39K Buy
+530
New +$52.4K 0.02% 215

Other funds holding GXC

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AssetMark Inc
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
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Finance Group's GXC Position: Q2 2026 in Review

Forum Finance Group sold out of State Street SPDR S&P China ETF (GXC) in Q2 2026, closing a stake of 530 shares — an estimated $39K sold.

Forum Finance Group first reported a position in GXC in Q1 2026 and held it in 1 quarter. The position peaked at $39K in Q1 2026. 74 funds tracked by Wall St. Rank hold GXC as of Q2 2026.

  • Forum Finance Group reported no remaining State Street SPDR S&P China ETF position as of Q2 2026 after selling out during the quarter.
  • Forum Finance Group sold 530 State Street SPDR S&P China ETF shares in Q2 2026, an estimated $39K.
  • Forum Finance Group first reported a position in State Street SPDR S&P China ETF in Q1 2026 and held it in 1 quarter.
  • Forum Finance Group's State Street SPDR S&P China ETF position peaked at $39K in Q1 2026.
  • 74 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2026.

Based on Forum Finance Group's 13F filing for Q2 2026, filed 14 Aug 2026.