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Welch & Forbes’s State Street SPDR S&P China ETF GXC Stock Holding History

Welch & Forbes’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
Q4 		– Sell
-1,850
Closed -$205K – 392
2021
Q3 		$205K Hold
1,850
– – ﹤0.01% 381
2021
Q2 		$245K Hold
1,850
– – ﹤0.01% 367
2021
Q1 		$243K Hold
1,850
– – ﹤0.01% 360
2020
Q4 		$241K Hold
1,850
– – ﹤0.01% 360
2020
Q3 		$220K Buy
+1,850
New +$218K ﹤0.01% 333
2019
Q2 		– Sell
-2,320
Closed -$234K – 352
2019
Q1 		$234K Buy
+2,320
New +$220K 0.01% 322
2018
Q4 		– Sell
-2,320
Closed -$224K – 345
2018
Q3 		$224K Hold
2,320
– – 0.01% 339
2018
Q2 		$243K Hold
2,320
– – 0.01% 328
2018
Q1 		$257K Hold
2,320
– – 0.01% 322
2017
Q4 		$249K Buy
+2,320
New +$248K 0.01% 311
2017
Q3 		– Sell
-3,160
Closed -$282K – 339
2017
Q2 		$282K Hold
3,160
– – 0.01% 300
2017
Q1 		$259K Sell
3,160
-225
-7% -$17.8K 0.01% 304
2016
Q4 		$244K Sell
3,385
-1,160
-26% -$88.5K 0.01% 310
2016
Q3 		$364K Sell
4,545
-1,100
-19% -$83.2K 0.01% 238
2016
Q2 		$395K Sell
5,645
-3,815
-40% -$261K 0.01% 264
2016
Q1 		$661K Sell
9,460
-2,510
-21% -$163K 0.02% 222
2015
Q4 		$880K Buy
11,970
+430
+4% +$32.6K 0.03% 197
2015
Q3 		$796K Sell
11,540
-6,200
-35% -$469K 0.03% 203
2015
Q2 		$1.58M Sell
17,740
-175
-1% -$16.6K 0.05% 178
2015
Q1 		$1.52M Sell
17,915
-6,670
-27% -$541K 0.05% 186
2014
Q4 		$1.96M Sell
24,585
-5,035
-17% -$394K 0.06% 165
2014
Q3 		$2.27M Sell
29,620
-3,200
-10% -$257K 0.07% 163
2014
Q2 		$2.47M Sell
32,820
-7,720
-19% -$564K 0.08% 145
2014
Q1 		$2.95M Sell
40,540
-5,385
-12% -$393K 0.09% 144
2013
Q4 		$3.58M Sell
45,925
-700
-2% -$53.7K 0.11% 132
2013
Q3 		$3.45M Sell
46,625
-430
-0.9% -$30.1K 0.12% 132
2013
Q2 		$3.02M Buy
+47,055
New +$3.25M 0.11% 133

Other funds holding GXC

MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PPFA
Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 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
6M
6 Meridian Wichita, Kansas $1.37B AUM 17.3% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

Welch & Forbes's GXC Position: Q4 2021 in Review

Welch & Forbes sold out of State Street SPDR S&P China ETF (GXC) in Q4 2021, closing a stake of 1,850 shares — an estimated $205K sold.

Welch & Forbes first reported a position in GXC in Q2 2013 and held it in 27 quarters. The position peaked at $3.58M in Q4 2013. 110 funds tracked by Wall St. Rank hold GXC as of Q4 2021.

  • Welch & Forbes reported no remaining State Street SPDR S&P China ETF position as of Q4 2021 after selling out during the quarter.
  • Welch & Forbes sold 1,850 State Street SPDR S&P China ETF shares in Q4 2021, an estimated $205K.
  • Welch & Forbes first reported a position in State Street SPDR S&P China ETF in Q2 2013 and held it in 27 quarters.
  • Welch & Forbes's State Street SPDR S&P China ETF position peaked at $3.58M in Q4 2013.
  • 110 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q4 2021.

Based on Welch & Forbes's 13F filing for Q4 2021, filed 19 Jan 2022.