Sowell Financial Services’s State Street SPDR S&P China ETF GXC Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-902	Closed	-$117K	–	1445
2021 Q1	$117K	Sell	902 -65,125	-99%	-$9.16M	﹤0.01%	1298
2020 Q4	$8.6M	Buy	66,027 +66,007	+330,035%	+$8.37M	0.37%	61
2020 Q3	$2K	Hold	20	–	–	﹤0.01%	2221
2020 Q2	$2K	Hold	20	–	–	﹤0.01%	2154
2020 Q1	$2K	Sell	20 -185	-90%	-$18.3K	﹤0.01%	2068
2019 Q4	$21K	Buy	205 +111	+118%	+$10.7K	﹤0.01%	1420
2019 Q3	$8K	Buy	+94	New	+$8.7K	﹤0.01%	1600

Other funds holding GXC

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

PVH

Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return

OPCM

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

Sowell Financial Services's GXC Position: Q2 2021 in Review

Sowell Financial Services sold out of State Street SPDR S&P China ETF (GXC) in Q2 2021, closing a stake of 902 shares — an estimated $117K sold.

Sowell Financial Services first reported a position in GXC in Q3 2019 and held it in 7 quarters. The position peaked at $8.6M in Q4 2020. 125 funds tracked by Wall St. Rank hold GXC as of Q2 2021.

Sowell Financial Services reported no remaining State Street SPDR S&P China ETF position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 902 State Street SPDR S&P China ETF shares in Q2 2021, an estimated $117K.
Sowell Financial Services first reported a position in State Street SPDR S&P China ETF in Q3 2019 and held it in 7 quarters.
Sowell Financial Services's State Street SPDR S&P China ETF position peaked at $8.6M in Q4 2020.
125 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.