Rockbridge Investment Management’s State Street SPDR S&P China ETF GXC Stock Holding History

Rockbridge Investment 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
2022 Q2	–	Sell	-1,134	Closed	-$103K	–	712
2022 Q1	$103K	Hold	1,134	–	–	0.02%	218
2021 Q4	$117K	Buy	1,134 +504	+80%	+$55.4K	0.02%	235
2021 Q3	$70K	Hold	630	–	–	0.01%	278
2021 Q2	$84K	Buy	+630	New	+$82.5K	0.01%	249

Other funds holding GXC

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 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

KHLMVGHM

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

H6H

Hightower 6M Holding Wichita, Kansas $1.11B AUM

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockbridge Investment Management's GXC Position: Q2 2022 in Review

Rockbridge Investment Management sold out of State Street SPDR S&P China ETF (GXC) in Q2 2022, closing a stake of 1,134 shares — an estimated $103K sold.

Rockbridge Investment Management first reported a position in GXC in Q2 2021 and held it in 4 quarters. The position peaked at $117K in Q4 2021. 91 funds tracked by Wall St. Rank hold GXC as of Q2 2022.

Rockbridge Investment Management reported no remaining State Street SPDR S&P China ETF position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 1,134 State Street SPDR S&P China ETF shares in Q2 2022, an estimated $103K.
Rockbridge Investment Management first reported a position in State Street SPDR S&P China ETF in Q2 2021 and held it in 4 quarters.
Rockbridge Investment Management's State Street SPDR S&P China ETF position peaked at $117K in Q4 2021.
91 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.