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

Regal 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
2021 Q1	–	Sell	-2,275	Closed	-$296K	–	200
2020 Q4	$296K	Buy	+2,275	New	+$289K	0.03%	363
2020 Q3	–	Sell	-2,542	Closed	-$267K	–	105
2020 Q2	$267K	Buy	+2,542	New	+$250K	0.05%	262
2019 Q2	–	Sell	-2,148	Closed	-$215K	–	339
2019 Q1	$215K	Sell	2,148 -1,133	-35%	-$108K	0.04%	284
2018 Q4	$278K	Buy	+3,281	New	+$292K	0.06%	260
2015 Q4	–	Sell	-114	Closed	-$7K	–	520
2015 Q3	$7K	Hold	114	–	–	﹤0.01%	757
2015 Q2	$10K	Hold	114	–	–	﹤0.01%	655
2015 Q1	$10K	Hold	114	–	–	﹤0.01%	687
2014 Q4	$9K	Hold	114	–	–	﹤0.01%	649
2014 Q3	$9K	Hold	114	–	–	﹤0.01%	712
2014 Q2	$9K	Hold	114	–	–	﹤0.01%	686
2014 Q1	$8K	Hold	114	–	–	﹤0.01%	672
2013 Q4	$9K	Hold	114	–	–	0.01%	606
2013 Q3	$8K	Hold	114	–	–	﹤0.01%	638
2013 Q2	$7K	Buy	+114	New	+$7.87K	﹤0.01%	649

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

Regal Investment Advisors's GXC Position: Q1 2021 in Review

Regal Investment Advisors sold out of State Street SPDR S&P China ETF (GXC) in Q1 2021, closing a stake of 2,275 shares — an estimated $296K sold.

Regal Investment Advisors first reported a position in GXC in Q2 2013 and held it in 14 quarters. The position peaked at $296K in Q4 2020. 133 funds tracked by Wall St. Rank hold GXC as of Q1 2021.

Regal Investment Advisors reported no remaining State Street SPDR S&P China ETF position as of Q1 2021 after selling out during the quarter.
Regal Investment Advisors sold 2,275 State Street SPDR S&P China ETF shares in Q1 2021, an estimated $296K.
Regal Investment Advisors first reported a position in State Street SPDR S&P China ETF in Q2 2013 and held it in 14 quarters.
Regal Investment Advisors's State Street SPDR S&P China ETF position peaked at $296K in Q4 2020.
133 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q1 2021.

Based on Regal Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.