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GXC Institutional Ownership

State Street SPDR S&P China ETF
1W: -2.1% 1M: -5.3% 3M: -2.7% YTD: -14.8% 1Y: -19.2% 3Y: +28.0% 5Y: -12.9%
$85.30
-1.14 (-1.32%)
 
Weekly Expected Move ±2.1%
$82 $84 $85 $87 $89
ETF AMEX · AUM $405.6M

Institutional Ownership — GXC

87
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
196M
Total Invested
10
New Positions
29
Increased
30
Reduced
10
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (95 total)

# Holder Shares Value Change Change % Holding Period Filing
1 STATE STREET CORP 571,688 $49M +128,618 +29.0% 6Q SEC ↗
2 ASSETMARK, INC 242,809 $21M +21,676 +9.8% 6Q SEC ↗
3 OSBORNE PARTNERS CAPITAL MANAGEMENT, L 198,188 $17M +2,824 +1.4% 22Q SEC ↗
4 JPMORGAN CHASE & CO 176,513 $15M +65,179 +58.5% 27Q SEC ↗
5 swisspartners Advisors Ltd 147,830 $13M +20 +0.0% 27Q SEC ↗
6 Prism Advisors, Inc. 96,887 $8M -1,526 -1.6% 5Q SEC ↗
7 MORGAN STANLEY 89,080 $8M +94 +0.1% 60Q SEC ↗
8 AMERIPRISE FINANCIAL INC 82,303 $7M -6,354 -7.2% 7Q SEC ↗
9 Savant Capital, LLC 64,142 $5M +31,788 +98.3% 53Q SEC ↗
10 BANK OF AMERICA CORP /DE 63,783 $5M -30,275 -32.2% 15Q SEC ↗
11 UBS Group AG 54,800 $5M -1,879 -3.3% 47Q SEC ↗
12 ZACKS INVESTMENT MANAGEMENT 49,824 $4M +4,697 +10.4% 52Q SEC ↗
13 Focus Partners Wealth 43,239 $4M -1,488 -3.3% 3Q SEC ↗
14 Steward Partners Investment Advisory, 37,603 $3M -34,361 -47.7% 5Q SEC ↗
15 Wealthcare Advisory Partners LLC 33,465 $3M +2,350 +7.6% 6Q SEC ↗
16 WELLS FARGO & COMPANY/MN 26,706 $2M -196 -0.7% 74Q SEC ↗
17 BlackRock, Inc. 24,592 $2M — +0.0% 8Q SEC ↗
18 Wealthfront Advisers LLC 24,386 $2M +7,582 +45.1% 21Q SEC ↗
19 Bleakley Financial Group, LLC 21,330 $2M +5,122 +31.6% 2Q SEC ↗
20 Michelson Medical Research Foundation, 16,750 $1M — +0.0% 11Q SEC ↗
21 NewEdge Wealth, LLC 16,372 $1M +126 +0.8% 3Q SEC ↗
22 Avestar Capital, LLC 16,202 $1M +551 +3.5% 7Q SEC ↗
23 FIRST TRUST ADVISORS LP 11,215 $957K +22 +0.2% 7Q SEC ↗
24 CITIGROUP INC 10,117 $863K +778 +8.3% 56Q SEC ↗
25 Yoffe Investment Management, LLC 9,142 $780K +6 +0.1% 7Q SEC ↗
26 ROYAL BANK OF CANADA 8,473 $723K -45 -0.5% 67Q SEC ↗
27 LPL Financial LLC 8,270 $705K -784 -8.7% 54Q SEC ↗
28 GOLDMAN SACHS GROUP INC 6,527 $557K -10,686 -62.1% 4Q SEC ↗
29 Mittelman Wealth Management 5,541 $473K -11,275 -67.0% 10Q SEC ↗
30 ENVESTNET ASSET MANAGEMENT INC 5,333 $455K +566 +11.9% 56Q SEC ↗
31 Cetera Investment Advisers 5,001 $427K -271 -5.1% 9Q SEC ↗
32 Upper Left Wealth Management, LLC NEW 3,971 $339K — +0.0% 1Q SEC ↗
33 Sharper & Granite LLC 3,770 $322K +50 +1.3% 15Q SEC ↗
34 CoreCap Advisors, LLC 3,595 $307K +326 +10.0% 13Q SEC ↗
35 Russell Investments Group, Ltd. 3,281 $280K +890 +37.2% 4Q SEC ↗
36 Bellecapital International Ltd. NEW 2,690 $229K — +0.0% 1Q SEC ↗
37 COMMONWEALTH EQUITY SERVICES, LLC 2,428 $207K -983 -28.8% 35Q SEC ↗
38 Cambridge Investment Research Advisors NEW 2,404 $205K — +0.0% 1Q SEC ↗
39 Parallel Advisors, LLC 2,170 $185K -500 -18.7% 17Q SEC ↗
40 UBS AM, a distinct business unit of UB 2,079 $177K — +0.0% 3Q SEC ↗
41 Intesa Sanpaolo Wealth Management 1,800 $154K — +0.0% 3Q SEC ↗
42 SALEM INVESTMENT COUNSELORS INC 1,386 $118K +2 +0.1% 2Q SEC ↗
43 4Thought Financial Group Inc. 1,285 $110K -22 -1.7% 9Q SEC ↗
44 Premier Financial Group NEW 1,243 $106K — +0.0% 1Q SEC ↗
45 HARBOUR INVESTMENTS, INC. 1,159 $99K -185 -13.8% 3Q SEC ↗
46 3 FACTOR INDEXING, LLC 1,110 $95K — +0.0% 2Q SEC ↗
47 JONES FINANCIAL COMPANIES LLLP 1,090 $93K +853 +359.9% 8Q SEC ↗
48 IAG Wealth Partners, LLC 1,064 $91K — +0.0% 10Q SEC ↗
49 SIGNATUREFD, LLC 969 $83K +968 +96800.0% 33Q SEC ↗
50 MERCER GLOBAL ADVISORS INC /ADV NEW 917 $78K — +0.0% 1Q SEC ↗
Biggest Increases (20)
HolderAddedChange %Total Shares
STATE STREET CORP +128,618 +29.0% 571,688
JPMORGAN CHASE & CO +65,179 +58.5% 176,513
Savant Capital, LLC +31,788 +98.3% 64,142
ASSETMARK, INC +21,676 +9.8% 242,809
Wealthfront Advisers LLC +7,582 +45.1% 24,386
Bleakley Financial Group, LLC +5,122 +31.6% 21,330
ZACKS INVESTMENT MANAGEMENT +4,697 +10.4% 49,824
OSBORNE PARTNERS CAPITAL MANAGEMENT +2,824 +1.4% 198,188
Wealthcare Advisory Partners LLC +2,350 +7.6% 33,465
SIGNATUREFD, LLC +968 +96800.0% 969
Russell Investments Group, Ltd. +890 +37.2% 3,281
JONES FINANCIAL COMPANIES LLLP +853 +359.9% 1,090
CITIGROUP INC +778 +8.3% 10,117
ENVESTNET ASSET MANAGEMENT INC +566 +11.9% 5,333
Avestar Capital, LLC +551 +3.5% 16,202
CoreCap Advisors, LLC +326 +10.0% 3,595
FIFTH THIRD BANCORP +150 +111.9% 284
NewEdge Wealth, LLC +126 +0.8% 16,372
MORGAN STANLEY +94 +0.1% 89,080
OSAIC HOLDINGS, INC. +81 +12.5% 729
Biggest Decreases (20)
HolderReducedChange %Total Shares
Steward Partners Investment Advisor -34,361 -47.7% 37,603
BANK OF AMERICA CORP /DE -30,275 -32.2% 63,783
Mittelman Wealth Management -11,275 -67.0% 5,541
GOLDMAN SACHS GROUP INC -10,686 -62.1% 6,527
AMERIPRISE FINANCIAL INC -6,354 -7.2% 82,303
ACIMA PRIVATE WEALTH, LLC -3,111 -93.8% 204
UBS Group AG -1,879 -3.3% 54,800
Prism Advisors, Inc. -1,526 -1.6% 96,887
Focus Partners Wealth -1,488 -3.3% 43,239
COMMONWEALTH EQUITY SERVICES, LLC -983 -28.8% 2,428
LPL Financial LLC -784 -8.7% 8,270
Rockefeller Capital Management L.P. -530 -45.5% 635
Parallel Advisors, LLC -500 -18.7% 2,170
Cetera Investment Advisers -271 -5.1% 5,001
WELLS FARGO & COMPANY/MN -196 -0.7% 26,706
HARBOUR INVESTMENTS, INC. -185 -13.8% 1,159
Qube Research & Technologies Ltd -90 -20.7% 345
ROYAL BANK OF CANADA -45 -0.5% 8,473
4Thought Financial Group Inc. -22 -1.7% 1,285
Federation des caisses Desjardins d -14 -3.7% 369

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms