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

IAG Wealth Partners’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 Q1	$99.1K	Hold	1,064	–	–	0.01%	169
2025 Q4	$103K	Buy	1,064 +575	+118%	+$58K	0.01%	156
2025 Q3	$51.3K	Hold	489	–	–	0.01%	208
2025 Q2	$42.8K	Hold	489	–	–	0.01%	211
2025 Q1	$42.1K	Hold	489	–	–	0.01%	208
2024 Q4	$37.1K	Hold	489	–	–	0.01%	216
2024 Q3	$40.2K	Hold	489	–	–	0.01%	211
2024 Q2	$33.5K	Hold	489	–	–	0.01%	216
2024 Q1	$32.2K	Buy	+489	New	+$31.4K	0.01%	200

Other funds holding GXC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

OPCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

IAG Wealth Partners's GXC Position: Q1 2026 in Review

IAG Wealth Partners held its State Street SPDR S&P China ETF (GXC) position steady in Q1 2026 at 1,064 shares worth $99.1K. The position accounts for 0.01% of the portfolio, ranked #169.

IAG Wealth Partners first reported a position in GXC in Q1 2024 and has held it in 9 quarters since. The position peaked at $103K in Q4 2025. 76 funds tracked by Wall St. Rank hold GXC as of Q1 2026.

IAG Wealth Partners held 1,064 shares of State Street SPDR S&P China ETF worth $99.1K as of Q1 2026.
IAG Wealth Partners left its State Street SPDR S&P China ETF share count unchanged in Q1 2026.
State Street SPDR S&P China ETF made up 0.01% of IAG Wealth Partners's portfolio in Q1 2026, its #169 holding.
IAG Wealth Partners first reported a position in State Street SPDR S&P China ETF in Q1 2024 and has held it in 9 quarters since.
IAG Wealth Partners's State Street SPDR S&P China ETF position peaked at $103K in Q4 2025.
76 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2026.

Based on IAG Wealth Partners's 13F filing for Q1 2026, filed 29 Apr 2026.