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Optimum Investment Advisors’s State Street SPDR S&P China ETF GXC Stock Holding History

Optimum Investment 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
Q3 		$185K Sell
1,758
-589
-25% -$56.3K 0.07% 197
2025
Q2 		$205K Buy
2,347
+728
+45% +$61.1K 0.09% 172
2025
Q1 		$139K Buy
1,619
+71
+5% +$5.83K 0.07% 205
2024
Q4 		$117K Sell
1,548
-251
-14% -$20.1K 0.05% 231
2024
Q3 		$148K Buy
1,799
+185
+11% +$12.6K 0.06% 223
2024
Q2 		$110K Buy
1,614
+72
+5% +$5.07K 0.05% 252
2024
Q1 		$101K Buy
1,542
+267
+21% +$17.2K 0.05% 266
2023
Q4 		$86.8K Buy
1,275
+95
+8% +$6.62K 0.04% 277
2023
Q3 		$84.5K Buy
1,180
+24
+2% +$1.79K 0.04% 290
2023
Q2 		$85.3K Buy
1,156
+13
+1% +$1.01K 0.04% 302
2023
Q1 		$94.1K Buy
1,143
+132
+13% +$11.1K 0.05% 276
2022
Q4 		$79.2K Buy
1,011
+35
+4% +$2.54K 0.04% 307
2022
Q3 		$69K Buy
976
+29
+3% +$2.37K 0.04% 331
2022
Q2 		$87K Buy
947
+18
+2% +$1.53K 0.04% 308
2022
Q1 		$82K Buy
929
+67
+8% +$6.53K 0.03% 345
2021
Q4 		$89K Buy
862
+15
+2% +$1.65K 0.03% 356
2021
Q3 		$94K Buy
847
+20
+2% +$2.34K 0.04% 338
2021
Q2 		$110K Buy
827
+19
+2% +$2.49K 0.03% 364
2021
Q1 		$106K Buy
808
+137
+20% +$19.3K 0.03% 357
2020
Q4 		$87K Buy
671
+17
+3% +$2.16K 0.03% 375
2020
Q3 		$78K Buy
654
+307
+88% +$36.1K 0.03% 368
2020
Q2 		$36K Sell
347
-157
-31% -$15.4K 0.01% 497
2020
Q1 		$46K Buy
504
+182
+57% +$18K 0.02% 444
2019
Q4 		$33K Sell
322
-122
-27% -$11.7K 0.01% 593
2019
Q3 		$40K Sell
444
-6
-1% -$555 0.01% 548
2019
Q2 		$43K Buy
450
+32
+8% +$3.1K 0.01% 532
2019
Q1 		$42K Buy
418
+30
+8% +$2.85K 0.01% 541
2018
Q4 		$33K Sell
388
-50
-11% -$4.44K 0.01% 545
2018
Q3 		$42K Buy
438
+42
+11% +$4.17K 0.01% 561
2018
Q2 		$41K Sell
396
-17
-4% -$1.88K 0.01% 566
2018
Q1 		$46K Buy
+413
New +$47.3K 0.01% 536
2014
Q1 		– Sell
-271
Closed -$21K – 754
2013
Q4 		$21K Hold
271
– – 0.01% 508
2013
Q3 		$20K Buy
+271
New +$19K 0.01% 497

Other funds holding GXC

SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Optimum Investment Advisors's GXC Position: Q3 2025 in Review

Optimum Investment Advisors reduced its State Street SPDR S&P China ETF (GXC) stake by 25% in Q3 2025, selling an estimated $56.3K and leaving 1,758 shares worth $185K. The position accounts for 0.07% of the portfolio, ranked #197.

Optimum Investment Advisors first reported a position in GXC in Q3 2013 and has held it in 33 quarters since. The position peaked at $205K in Q2 2025. 80 funds tracked by Wall St. Rank hold GXC as of Q3 2025.

  • Optimum Investment Advisors held 1,758 shares of State Street SPDR S&P China ETF worth $185K as of Q3 2025.
  • Optimum Investment Advisors sold 589 State Street SPDR S&P China ETF shares in Q3 2025, an estimated $56.3K.
  • State Street SPDR S&P China ETF made up 0.07% of Optimum Investment Advisors's portfolio in Q3 2025, its #197 holding.
  • Optimum Investment Advisors first reported a position in State Street SPDR S&P China ETF in Q3 2013 and has held it in 33 quarters since.
  • Optimum Investment Advisors's State Street SPDR S&P China ETF position peaked at $205K in Q2 2025.
  • 80 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.