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Householder Group Estate & Retirement Specialist’s State Street SPDR S&P China ETF GXC Stock Holding History

Householder Group Estate & Retirement Specialist’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
Q1 		$11K Buy
+138
New +$11.6K ﹤0.01% 778
2022
Q4 		– Sell
-136
Closed -$9K – 630
2022
Q3 		$9K Buy
+136
New +$11.1K ﹤0.01% 744

Other funds holding GXC

PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
EWG
Executive Wealth Group Kirkland, Washington $480M AUM 16.93% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GXC Position: Q1 2023 in Review

Householder Group Estate & Retirement Specialist opened a new position in State Street SPDR S&P China ETF (GXC) in Q1 2023: 138 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #778 among its holdings. This is a return to the name: Householder Group Estate & Retirement Specialist previously reported a position in GXC as recently as Q3 2022.

Householder Group Estate & Retirement Specialist first reported a position in GXC in Q3 2022 and has held it in 2 quarters since. 86 funds tracked by Wall St. Rank hold GXC as of Q1 2023.

  • Householder Group Estate & Retirement Specialist held 138 shares of State Street SPDR S&P China ETF worth $11K as of Q1 2023.
  • State Street SPDR S&P China ETF was a new Householder Group Estate & Retirement Specialist position in Q1 2023.
  • State Street SPDR S&P China ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q1 2023, its #778 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in State Street SPDR S&P China ETF in Q3 2022 and has held it in 2 quarters since.
  • 86 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q1 2023, filed 13 Apr 2023.