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WR Wealth Planners’s State Street SPDR S&P China ETF GXC Stock Holding History

WR Wealth Planners’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
2024
Q2 		– Sell
-25
Closed -$1.65K – 1183
2024
Q1 		$1.65K Buy
+25
New +$1.61K ﹤0.01% 902

Other funds holding GXC

A
Allianz Munich, Germany $9.02B AUM 28.63% 1-Year Est. Return
OPCM
Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 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
SA
swisspartners Advisors Zurich, Switzerland $159M AUM 36.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
BWA
Bordeaux Wealth Advisors Menlo Park, California $781M AUM 26.55% 1-Year Est. Return

WR Wealth Planners's GXC Position: Q2 2024 in Review

WR Wealth Planners sold out of State Street SPDR S&P China ETF (GXC) in Q2 2024, closing a stake of 25 shares — an estimated $1.65K sold.

WR Wealth Planners first reported a position in GXC in Q1 2024 and held it in 1 quarter. The position peaked at $1.65K in Q1 2024. 82 funds tracked by Wall St. Rank hold GXC as of Q2 2024.

  • WR Wealth Planners reported no remaining State Street SPDR S&P China ETF position as of Q2 2024 after selling out during the quarter.
  • WR Wealth Planners sold 25 State Street SPDR S&P China ETF shares in Q2 2024, an estimated $1.65K.
  • WR Wealth Planners first reported a position in State Street SPDR S&P China ETF in Q1 2024 and held it in 1 quarter.
  • WR Wealth Planners's State Street SPDR S&P China ETF position peaked at $1.65K in Q1 2024.
  • 82 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2024.

Based on WR Wealth Planners's 13F filing for Q2 2024, filed 31 Jul 2024.