IFP Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

IFP Advisors’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	–	Sell	-594	Closed	-$67K	–	3828
2022 Q4	$67K	Sell	594 -1	-0.2%	-$72	﹤0.01%	2023
2022 Q3	$68K	Buy	595 +1	+0.2%	+$82	﹤0.01%	2140
2022 Q2	$67K	Hold	594	–	–	﹤0.01%	1953
2022 Q1	$67K	Buy	+594	New	+$57.9K	﹤0.01%	1953
2021 Q1	–	Sell	-36	Closed	-$5.07K	–	3088
2020 Q4	$5K	Buy	36 +10	+38%	+$1.27K	﹤0.01%	2324
2020 Q3	$3K	Buy	+26	New	+$3.06K	﹤0.01%	2360
2019 Q1	$64K	Buy	630 +27	+4%	+$2.57K	0.01%	861
2018 Q4	$51K	Sell	603 -1,336	-69%	-$119K	﹤0.01%	1605
2018 Q3	$187K	Sell	1,939 -526	-21%	-$52.3K	0.01%	1119
2018 Q2	$258K	Buy	2,465 +1,263	+105%	+$140K	0.01%	940
2018 Q1	$129K	Hold	1,202	–	–	0.01%	1230
2017 Q4	$129K	Sell	1,202 -27	-2%	-$2.88K	0.01%	1240
2017 Q3	$126K	Sell	1,229 -203	-14%	-$19.9K	0.01%	1413
2017 Q2	$128K	Sell	1,432 -51	-3%	-$4.39K	0.01%	1394
2017 Q1	$122K	Sell	1,483 -89	-6%	-$7.06K	0.01%	1384
2016 Q4	$113K	Buy	1,572 +55	+4%	+$4.2K	0.01%	1379
2016 Q3	$121K	Sell	1,517 -156	-9%	-$11.8K	0.01%	1266
2016 Q2	$117K	Buy	1,673 +1,043	+166%	+$71.5K	0.01%	1240
2016 Q1	$64K	Sell	630 -6,557	-91%	-$426K	0.01%	861
2015 Q4	$528K	Buy	+7,187	New	+$545K	0.04%	486

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 $1.61B 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

IFP Advisors's GXC Position: Q1 2023 in Review

IFP Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q1 2023, closing a stake of 594 shares — an estimated $67K sold.

IFP Advisors first reported a position in GXC in Q4 2015 and held it in 20 quarters. The position peaked at $528K in Q4 2015. 86 funds tracked by Wall St. Rank hold GXC as of Q1 2023.

IFP Advisors reported no remaining State Street SPDR S&P China ETF position as of Q1 2023 after selling out during the quarter.
IFP Advisors sold 594 State Street SPDR S&P China ETF shares in Q1 2023, an estimated $67K.
IFP Advisors first reported a position in State Street SPDR S&P China ETF in Q4 2015 and held it in 20 quarters.
IFP Advisors's State Street SPDR S&P China ETF position peaked at $528K in Q4 2015.
86 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2023.

Based on IFP Advisors's 13F filing for Q1 2023, filed 18 Apr 2023.