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

Tradition Wealth 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
2023 Q4	–	Sell	-128	Closed	-$9K	–	1314
2023 Q3	$9K	Hold	128	–	–	﹤0.01%	1035
2023 Q2	$9K	Hold	128	–	–	﹤0.01%	1062
2023 Q1	$11K	Hold	128	–	–	﹤0.01%	980
2022 Q4	$10K	Hold	128	–	–	﹤0.01%	909
2022 Q3	$9K	Hold	128	–	–	﹤0.01%	947
2022 Q2	$12K	Hold	128	–	–	﹤0.01%	777
2022 Q1	$11K	Hold	128	–	–	﹤0.01%	875
2021 Q4	$13K	Hold	128	–	–	﹤0.01%	843
2021 Q3	$14K	Hold	128	–	–	﹤0.01%	810
2021 Q2	$17K	Hold	128	–	–	﹤0.01%	798
2021 Q1	$17K	Hold	128	–	–	﹤0.01%	666
2020 Q4	$17K	Buy	+128	New	+$16.2K	﹤0.01%	624

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

Tradition Wealth Management's GXC Position: Q4 2023 in Review

Tradition Wealth Management sold out of State Street SPDR S&P China ETF (GXC) in Q4 2023, closing a stake of 128 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in GXC in Q4 2020 and held it in 12 quarters. The position peaked at $17K in Q2 2021. 84 funds tracked by Wall St. Rank hold GXC as of Q4 2023.

Tradition Wealth Management reported no remaining State Street SPDR S&P China ETF position as of Q4 2023 after selling out during the quarter.
Tradition Wealth Management sold 128 State Street SPDR S&P China ETF shares in Q4 2023, an estimated $9K.
Tradition Wealth Management first reported a position in State Street SPDR S&P China ETF in Q4 2020 and held it in 12 quarters.
Tradition Wealth Management's State Street SPDR S&P China ETF position peaked at $17K in Q2 2021.
84 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.