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

Merriman 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
2021 Q1	–	Sell	-10,265	Closed	-$1.34M	–	199
2020 Q4	$1.34M	Sell	10,265 -156	-1%	-$19.8K	0.14%	97
2020 Q3	$1.24M	Sell	10,421 -9	-0.1%	-$1.06K	0.19%	71
2020 Q2	$1.09M	Buy	+10,430	New	+$1.03M	0.17%	80
2015 Q2	–	Sell	-7,500	Closed	-$704K	–	33
2015 Q1	$704K	Hold	7,500	–	–	0.72%	30
2014 Q4	$608K	Buy	+7,500	New	+$587K	0.87%	23

Other funds holding GXC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KHLMVGHM

Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $1.53B AUM 20.88% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

Merriman Wealth Management's GXC Position: Q1 2021 in Review

Merriman Wealth Management sold out of State Street SPDR S&P China ETF (GXC) in Q1 2021, closing a stake of 10,265 shares — an estimated $1.34M sold.

Merriman Wealth Management first reported a position in GXC in Q4 2014 and held it in 5 quarters. The position peaked at $1.34M in Q4 2020. 133 funds tracked by Wall St. Rank hold GXC as of Q1 2021.

Merriman Wealth Management reported no remaining State Street SPDR S&P China ETF position as of Q1 2021 after selling out during the quarter.
Merriman Wealth Management sold 10,265 State Street SPDR S&P China ETF shares in Q1 2021, an estimated $1.34M.
Merriman Wealth Management first reported a position in State Street SPDR S&P China ETF in Q4 2014 and held it in 5 quarters.
Merriman Wealth Management's State Street SPDR S&P China ETF position peaked at $1.34M in Q4 2020.
133 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2021.

Based on Merriman Wealth Management's 13F filing for Q1 2021, filed 10 May 2021.