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Integrated Wealth Concepts’s State Street SPDR S&P China ETF GXC Stock Holding History

Integrated Wealth Concepts’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
2025
Q1 		– Sell
-8,239
Closed -$625K – 1788
2024
Q4 		$625K Sell
8,239
-215
-3% -$17.2K 0.01% 1027
2024
Q3 		$694K Sell
8,454
-432
-5% -$29.5K 0.01% 948
2024
Q2 		$608K Buy
8,886
+96
+1% +$6.76K 0.01% 971
2024
Q1 		$578K Buy
8,790
+2,523
+40% +$162K 0.01% 984
2023
Q4 		$427K Buy
6,267
+883
+16% +$61.6K 0.01% 1074
2023
Q3 		$385K Buy
5,384
+31
+0.6% +$2.31K 0.01% 1103
2023
Q2 		$395K Sell
5,353
-136
-2% -$10.5K 0.01% 1101
2023
Q1 		$452K Buy
5,489
+16
+0.3% +$1.34K 0.01% 887
2022
Q4 		$429K Buy
5,473
+93
+2% +$6.74K 0.01% 704
2022
Q3 		$381K Buy
5,380
+442
+9% +$36.2K 0.01% 670
2022
Q2 		$453K Buy
4,938
+1,743
+55% +$149K 0.01% 631
2022
Q1 		$282K Buy
+3,195
New +$311K 0.01% 768

Other funds holding GXC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ZIM
Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return
BWA
Bordeaux Wealth Advisors Menlo Park, California $781M AUM 26.55% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Integrated Wealth Concepts's GXC Position: Q1 2025 in Review

Integrated Wealth Concepts sold out of State Street SPDR S&P China ETF (GXC) in Q1 2025, closing a stake of 8,239 shares — an estimated $625K sold.

Integrated Wealth Concepts first reported a position in GXC in Q1 2022 and held it in 12 quarters. The position peaked at $694K in Q3 2024. 77 funds tracked by Wall St. Rank hold GXC as of Q1 2025.

  • Integrated Wealth Concepts reported no remaining State Street SPDR S&P China ETF position as of Q1 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 8,239 State Street SPDR S&P China ETF shares in Q1 2025, an estimated $625K.
  • Integrated Wealth Concepts first reported a position in State Street SPDR S&P China ETF in Q1 2022 and held it in 12 quarters.
  • Integrated Wealth Concepts's State Street SPDR S&P China ETF position peaked at $694K in Q3 2024.
  • 77 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2025.

Based on Integrated Wealth Concepts's 13F filing for Q1 2025, filed 15 May 2025.