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 Q2	$2.12M	Sell	5,541 -11,275	-67%	-$1.06M	1.41%	15
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 $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mittelman Wealth Management's GXC Position: Q2 2026 in Review

Mittelman Wealth Management reduced its State Street SPDR S&P China ETF (GXC) stake by 67% in Q2 2026, selling an estimated $1.06M and leaving 5,541 shares worth $2.12M. The position accounts for 1.41% of the portfolio, ranked #15.

Mittelman Wealth Management first reported a position in GXC in Q1 2024 and has held it in 10 quarters since. 74 funds tracked by Wall St. Rank hold GXC as of Q2 2026.

Mittelman Wealth Management held 5,541 shares of State Street SPDR S&P China ETF worth $2.12M as of Q2 2026.
Mittelman Wealth Management sold 11,275 State Street SPDR S&P China ETF shares in Q2 2026, an estimated $1.06M.
State Street SPDR S&P China ETF made up 1.41% of Mittelman Wealth Management's portfolio in Q2 2026, its #15 holding.
Mittelman Wealth Management first reported a position in State Street SPDR S&P China ETF in Q1 2024 and has held it in 10 quarters since.
74 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2026.

Based on Mittelman Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.