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Lee Financial’s State Street SPDR S&P China ETF GXC Stock Holding History

Lee Financial’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
Q4 		– Sell
-80
Closed -$5.72K – 889
2023
Q3 		$5.72K Buy
+80
New +$5.96K ﹤0.01% 499

Other funds holding GXC

3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return
SC
Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Lee Financial's GXC Position: Q4 2023 in Review

Lee Financial sold out of State Street SPDR S&P China ETF (GXC) in Q4 2023, closing a stake of 80 shares — an estimated $5.72K sold.

Lee Financial first reported a position in GXC in Q3 2023 and held it in 1 quarter. The position peaked at $5.72K in Q3 2023. 84 funds tracked by Wall St. Rank hold GXC as of Q4 2023.

  • Lee Financial reported no remaining State Street SPDR S&P China ETF position as of Q4 2023 after selling out during the quarter.
  • Lee Financial sold 80 State Street SPDR S&P China ETF shares in Q4 2023, an estimated $5.72K.
  • Lee Financial first reported a position in State Street SPDR S&P China ETF in Q3 2023 and held it in 1 quarter.
  • Lee Financial's State Street SPDR S&P China ETF position peaked at $5.72K in Q3 2023.
  • 84 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2023.

Based on Lee Financial's 13F filing for Q4 2023, filed 8 Feb 2024.