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

Smallwood Wealth 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
2026
Q2 		$10.5K Buy
120
+1
+0.8% +$94 ﹤0.01% 332
2026
Q1 		$11.2K Hold
119
– – 0.01% 321
2025
Q4 		$11.6K Buy
119
+1
+0.8% +$101 0.01% 301
2025
Q3 		$12.4K Hold
118
– – 0.01% 300
2025
Q2 		$10.4K Buy
+118
New +$9.91K 0.01% 319

Other funds holding GXC

AssetMark Inc
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
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
YIM
Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
ULWM
Upper Left Wealth Management Tampa, Florida $180M AUM 11.79% 1-Year Est. Return

Smallwood Wealth Investment Management's GXC Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its State Street SPDR S&P China ETF (GXC) stake by 0.84% in Q2 2026, buying an estimated $94 and bringing the position to 120 shares worth $10.5K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Smallwood Wealth Investment Management first reported a position in GXC in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.4K in Q3 2025. 31 funds tracked by Wall St. Rank hold GXC as of Q2 2026.

  • Smallwood Wealth Investment Management held 120 shares of State Street SPDR S&P China ETF worth $10.5K as of Q2 2026.
  • Smallwood Wealth Investment Management bought 1 State Street SPDR S&P China ETF share in Q2 2026, an estimated $94.
  • State Street SPDR S&P China ETF made up ﹤0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #332 holding.
  • Smallwood Wealth Investment Management first reported a position in State Street SPDR S&P China ETF in Q2 2025 and has held it in 5 quarters since.
  • Smallwood Wealth Investment Management's State Street SPDR S&P China ETF position peaked at $12.4K in Q3 2025.
  • 31 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.