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

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Yoffe Investment Management Lemoyne, Pennsylvania $87.4M AUM 30.8% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

3 Factor Indexing Sacramento, California $118M AUM

Acima Private Wealth Richmond, Virginia $344M AUM 17.02% 1-Year Est. Return

Sarver Vrooman Wealth Advisors Kansas City, Missouri $168M AUM 7.75% 1-Year Est. Return