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

Upper Left 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
2026 Q2	$344K	Buy	+3,971	New	+$372K	0.19%	60
2024 Q4	–	Sell	-3,747	Closed	-$252K	–	60
2024 Q3	$252K	Buy	+3,747	New	+$256K	0.22%	57
2024 Q1	–	Sell	-3,506	Closed	-$239K	–	61
2023 Q4	$239K	Buy	+3,506	New	+$244K	0.23%	60
2022 Q4	–	Sell	-7,281	Closed	-$518K	–	55
2022 Q3	$518K	Sell	7,281 -563	-7%	-$46.1K	0.67%	37
2022 Q2	$720K	Buy	7,844 +1,314	+20%	+$112K	0.83%	32
2022 Q1	$595K	Buy	+6,530	New	+$636K	0.62%	37

Other funds holding GXC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Upper Left Wealth Management's GXC Position: Q2 2026 in Review

Upper Left Wealth Management opened a new position in State Street SPDR S&P China ETF (GXC) in Q2 2026: 3,971 shares worth $344K. The stake represents 0.19% of the portfolio and ranks #60 among its holdings. This is a return to the name: Upper Left Wealth Management previously reported a position in GXC as recently as Q3 2024.

Upper Left Wealth Management first reported a position in GXC in Q1 2022 and has held it in 6 quarters since. The position peaked at $720K in Q2 2022. 74 funds tracked by Wall St. Rank hold GXC as of Q2 2026.

Upper Left Wealth Management held 3,971 shares of State Street SPDR S&P China ETF worth $344K as of Q2 2026.
State Street SPDR S&P China ETF was a new Upper Left Wealth Management position in Q2 2026.
State Street SPDR S&P China ETF made up 0.19% of Upper Left Wealth Management's portfolio in Q2 2026, its #60 holding.
Upper Left Wealth Management first reported a position in State Street SPDR S&P China ETF in Q1 2022 and has held it in 6 quarters since.
Upper Left Wealth Management's State Street SPDR S&P China ETF position peaked at $720K in Q2 2022.
74 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.