Institute for Wealth Management’s State Street SPDR S&P China ETF GXC Stock Holding History

Institute for Wealth Management’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	$13K	Buy	+150	New	+$14K	﹤0.01%	1256

Other funds holding GXC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

FFG

Fortress Financial Group Rochester, Minnesota $183M AUM 18.53% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

MWM

Mittelman Wealth Management Andover, Massachusetts $151M AUM 15.33% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Institute for Wealth Management's GXC Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in State Street SPDR S&P China ETF (GXC) in Q2 2026: 150 shares worth $13K. The stake represents ﹤0.01% of the portfolio and ranks #1256 among its holdings.

43 funds tracked by Wall St. Rank hold GXC as of Q2 2026.

Institute for Wealth Management held 150 shares of State Street SPDR S&P China ETF worth $13K as of Q2 2026.
State Street SPDR S&P China ETF was a new Institute for Wealth Management position in Q2 2026.
State Street SPDR S&P China ETF made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1256 holding.
43 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.