Simplicity Solutions’s State Street SPDR S&P China ETF GXC Stock Holding History

Simplicity Solutions’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
2023 Q4	$1.26M	Sell	18,448 -578	-3%	-$40.3K	0.03%	391
2023 Q3	$1.36M	Buy	19,026 +954	+5%	+$71.1K	0.04%	355
2023 Q2	$1.33M	Buy	18,072 +657	+4%	+$50.9K	0.04%	394
2023 Q1	$1.43M	Buy	+17,415	New	+$1.46M	0.04%	394

Other funds holding GXC

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

PPFA

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

Syon Capital San Francisco, California $1.99B AUM 22.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PPW

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VMPIC

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

OPCM

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

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

swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Simplicity Solutions's GXC Position: Q4 2023 in Review

Simplicity Solutions reduced its State Street SPDR S&P China ETF (GXC) stake by 3% in Q4 2023, selling an estimated $40.3K and leaving 18,448 shares worth $1.26M. The position accounts for 0.03% of the portfolio, ranked #391.

Simplicity Solutions first reported a position in GXC in Q1 2023 and has held it in 4 quarters since. The position peaked at $1.43M in Q1 2023. 84 funds tracked by Wall St. Rank hold GXC as of Q4 2023.

Simplicity Solutions held 18,448 shares of State Street SPDR S&P China ETF worth $1.26M as of Q4 2023.
Simplicity Solutions sold 578 State Street SPDR S&P China ETF shares in Q4 2023, an estimated $40.3K.
State Street SPDR S&P China ETF made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #391 holding.
Simplicity Solutions first reported a position in State Street SPDR S&P China ETF in Q1 2023 and has held it in 4 quarters since.
Simplicity Solutions's State Street SPDR S&P China ETF position peaked at $1.43M in Q1 2023.
84 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.