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

LGT Financial 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
2025 Q1	–	Sell	-111	Closed	-$8.39K	–	490
2024 Q4	$8.39K	Buy	111 +3	+3%	+$240	0.02%	465
2024 Q3	$8.9K	Hold	108	–	–	0.02%	440
2024 Q2	$7.42K	Buy	108 +1	+0.9%	+$70	0.02%	529
2024 Q1	$7.07K	Hold	107	–	–	0.01%	551
2023 Q4	$7.32K	Buy	107 +2	+2%	+$139	0.01%	554
2023 Q3	$7.5K	Buy	+105	New	+$7.82K	0.01%	534

Other funds holding GXC

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

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 Zurich, Switzerland $666B AUM 30.12% 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

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

LGT Financial Advisors's GXC Position: Q1 2025 in Review

LGT Financial Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q1 2025, closing a stake of 111 shares — an estimated $8.39K sold.

LGT Financial Advisors first reported a position in GXC in Q3 2023 and held it in 6 quarters. The position peaked at $8.9K in Q3 2024. 77 funds tracked by Wall St. Rank hold GXC as of Q1 2025.

LGT Financial Advisors reported no remaining State Street SPDR S&P China ETF position as of Q1 2025 after selling out during the quarter.
LGT Financial Advisors sold 111 State Street SPDR S&P China ETF shares in Q1 2025, an estimated $8.39K.
LGT Financial Advisors first reported a position in State Street SPDR S&P China ETF in Q3 2023 and held it in 6 quarters.
LGT Financial Advisors's State Street SPDR S&P China ETF position peaked at $8.9K in Q3 2024.
77 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.