SEC 13F Intelligence

Yoffe Investment Management, LLC / GXC

Yoffe Investment Management, LLC’s Spdr Index Shs Fds Position

Does Yoffe Investment Management, LLC own Spdr Index Shs Fds (GXC)? Yes — 9.1K shares worth $850,744 (+1.09% of its 13F portfolio) as of Q1 2026.

Position Value
$850,744
Q1 2026
Shares
9.1K
% of Portfolio
+1.09%
Quarters Held
6
currently held

Position History GXC

Reported value by quarter
Q4 ’24: $691,809Q4 ’24Q1 ’25: $784,075Q1 ’25Q2 ’25: $798,958Q2 ’25Q3 ’25: $957,928Q3 ’25Q4 ’25: $884,456Q4 ’25Q1 ’26: $850,744Q1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.1K$850,744+1.09%
Q4 20259.1K$884,456+1.13%
Q3 20259.1K$957,928+1.25%
Q2 20259.1K$798,958+1.09%
Q1 20259.1K$784,075+1.15%
Q4 20249.1K$691,809+1.03%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Yoffe Investment Management, LLC’s full portfolio or all institutional holders of GXC.