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

Mittelman 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 Q1	$1.57M	Buy	16,816 +2,496	+17%	+$247K	0.98%	20
2025 Q4	$1.39M	Buy	14,320 +1,963	+16%	+$198K	0.9%	20
2025 Q3	$1.3M	Buy	12,357 +4,295	+53%	+$411K	0.85%	21
2025 Q2	$706K	Sell	8,062 -1,317	-14%	-$111K	0.6%	19
2025 Q1	$807K	Buy	9,379 +253	+3%	+$20.8K	0.73%	16
2024 Q4	$692K	Sell	9,126 -3,315	-27%	-$265K	0.64%	17
2024 Q3	$1.02M	Buy	12,441 +4,687	+60%	+$320K	0.58%	13
2024 Q2	$531K	Buy	7,754 +382	+5%	+$26.9K	0.34%	47
2024 Q1	$485K	Buy	+7,372	New	+$474K	0.33%	47

Other funds holding GXC

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Prism Advisors Studio City, California $375M AUM 15.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Mittelman Wealth Management's GXC Position: Q1 2026 in Review

Mittelman Wealth Management increased its State Street SPDR S&P China ETF (GXC) stake by 17% in Q1 2026, buying an estimated $247K and bringing the position to 16,816 shares worth $1.57M. The position accounts for 0.98% of the portfolio, ranked #20.

Mittelman Wealth Management first reported a position in GXC in Q1 2024 and has held it in 9 quarters since. 76 funds tracked by Wall St. Rank hold GXC as of Q1 2026.

Mittelman Wealth Management held 16,816 shares of State Street SPDR S&P China ETF worth $1.57M as of Q1 2026.
Mittelman Wealth Management bought 2,496 State Street SPDR S&P China ETF shares in Q1 2026, an estimated $247K.
State Street SPDR S&P China ETF made up 0.98% of Mittelman Wealth Management's portfolio in Q1 2026, its #20 holding.
Mittelman Wealth Management first reported a position in State Street SPDR S&P China ETF in Q1 2024 and has held it in 9 quarters since.
76 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2026.

Based on Mittelman Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.