Whittier Trust’s State Street SPDR S&P China ETF GXC Stock Holding History

Whittier Trust’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
2025 Q2	–	Sell	-61	Closed	-$5.25K	–	1530
2025 Q1	$5.25K	Hold	61	–	–	﹤0.01%	1314
2024 Q4	$4.63K	Hold	61	–	–	﹤0.01%	1375
2024 Q3	$5.01K	Hold	61	–	–	﹤0.01%	1373
2024 Q2	$4.17K	Hold	61	–	–	﹤0.01%	1360
2024 Q1	$4.01K	Hold	61	–	–	﹤0.01%	1376
2023 Q4	$4.15K	Sell	61 -1,175	-95%	-$81.9K	﹤0.01%	1345
2023 Q3	$88.4K	Hold	1,236	–	–	﹤0.01%	795
2023 Q2	$91.2K	Hold	1,236	–	–	﹤0.01%	797
2023 Q1	$102K	Hold	1,236	–	–	﹤0.01%	802
2022 Q4	$96.9K	Hold	1,236	–	–	﹤0.01%	821
2022 Q3	$87K	Sell	1,236 -660	-35%	-$54K	﹤0.01%	831
2022 Q2	$174K	Hold	1,896	–	–	﹤0.01%	677
2022 Q1	$167K	Hold	1,896	–	–	﹤0.01%	706
2021 Q4	$196K	Hold	1,896	–	–	﹤0.01%	681
2021 Q3	$209K	Hold	1,896	–	–	﹤0.01%	632
2021 Q2	$252K	Hold	1,896	–	–	﹤0.01%	608
2021 Q1	$248K	Hold	1,896	–	–	﹤0.01%	603
2020 Q4	$247K	Hold	1,896	–	–	0.01%	556
2020 Q3	$225K	Hold	1,896	–	–	0.01%	546
2020 Q2	$199K	Hold	1,896	–	–	0.01%	548
2020 Q1	$173K	Hold	1,896	–	–	0.01%	548
2019 Q4	$195K	Hold	1,896	–	–	0.01%	561
2019 Q3	$171K	Hold	1,896	–	–	﹤0.01%	576
2019 Q2	$181K	Hold	1,896	–	–	0.01%	548
2019 Q1	$190K	Hold	1,896	–	–	0.01%	534
2018 Q4	$161K	Hold	1,896	–	–	0.01%	545
2018 Q3	$183K	Hold	1,896	–	–	0.01%	523
2018 Q2	$199K	Hold	1,896	–	–	0.01%	507
2018 Q1	$210K	Hold	1,896	–	–	0.01%	508
2017 Q4	$203K	Hold	1,896	–	–	0.01%	501
2017 Q3	$194K	Hold	1,896	–	–	0.01%	492
2017 Q2	$169K	Hold	1,896	–	–	0.01%	485
2017 Q1	$156K	Hold	1,896	–	–	0.01%	501
2016 Q4	$137K	Hold	1,896	–	–	0.01%	521
2016 Q3	$151K	Hold	1,896	–	–	0.01%	498
2016 Q2	$132K	Hold	1,896	–	–	0.01%	526
2016 Q1	$132K	Hold	1,896	–	–	0.01%	526
2015 Q4	$139K	Sell	1,896 -70	-4%	-$5.31K	0.01%	521
2015 Q3	$136K	Hold	1,966	–	–	0.01%	514
2015 Q2	$175K	Hold	1,966	–	–	0.01%	499
2015 Q1	$166K	Hold	1,966	–	–	0.01%	493
2014 Q4	$157K	Hold	1,966	–	–	0.01%	475
2014 Q3	$151K	Buy	1,966 +61	+3%	+$4.89K	0.01%	467
2014 Q2	$143K	Hold	1,905	–	–	0.01%	477
2014 Q1	$138K	Hold	1,905	–	–	0.01%	488
2013 Q4	$148K	Hold	1,905	–	–	0.01%	482
2013 Q3	$141K	Hold	1,905	–	–	0.01%	495
2013 Q2	$122K	Buy	+1,905	New	+$131K	0.01%	497

Other funds holding GXC

OPCM

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

swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return

PPFA

Provida Pension Fund Administrator Las Condes, Santiago, Chile $5.78B AUM 21.16% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ZIM

Zacks Investment Management Chicago, Illinois $12.5B AUM 29.36% 1-Year Est. Return

Whittier Trust's GXC Position: Q2 2025 in Review

Whittier Trust sold out of State Street SPDR S&P China ETF (GXC) in Q2 2025, closing a stake of 61 shares — an estimated $5.25K sold.

Whittier Trust first reported a position in GXC in Q2 2013 and held it in 48 quarters. The position peaked at $252K in Q2 2021. 81 funds tracked by Wall St. Rank hold GXC as of Q2 2025.

Whittier Trust reported no remaining State Street SPDR S&P China ETF position as of Q2 2025 after selling out during the quarter.
Whittier Trust sold 61 State Street SPDR S&P China ETF shares in Q2 2025, an estimated $5.25K.
Whittier Trust first reported a position in State Street SPDR S&P China ETF in Q2 2013 and held it in 48 quarters.
Whittier Trust's State Street SPDR S&P China ETF position peaked at $252K in Q2 2021.
81 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2025.

Based on Whittier Trust's 13F filing for Q2 2025, filed 30 Jul 2025.