Gsb Wealth Management, LLC Spdr Index Shs Fund Spdr S&P C Transaction History

Gsb Wealth Management, LLC

$363 Million
Q2 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 08, 2023	SELL	$71.71 - $82.59 $56,866 - $65,493	-793 Reduced 48.5%	842 $62,000
Q1 2023 May 18, 2023	BUY	$77.45 - $92.04 $126,630 - $150,485	1,635 New	1,635 $134,000
Q2 2022 Jul 20, 2022	SELL	$76.67 - $93.5 $203,175 - $247,775	-2,650 Closed	0 $0
Q1 2022 May 02, 2022	SELL	$75.92 - $107.35 $2.29 Million - $3.24 Million	-30,154 Reduced 91.92%	2,650 $234,000
Q4 2021 Feb 11, 2022	BUY	$100.13 - $117.86 $77,600 - $91,341	775 Added 2.42%	32,804 $3.39 Million
Q3 2021 Oct 22, 2021	SELL	$108.07 - $131.38 $216 - $262	-2 Reduced 0.01%	32,029 $3.54 Million
Q2 2021 Jul 29, 2021	BUY	$123.38 - $135.43 $828,990 - $909,954	6,719 Added 26.54%	32,031 $4.25 Million
Q1 2021 Aug 11, 2021	BUY	$126.98 - $155.61 $3.21 Million - $3.94 Million	25,312 New	25,312 $3.32 Million

Others Institutions Holding GXC

# of Institutions

90

Shares Held

1.73M

Call Options Held

0

Put Options Held

3.2K

Osborne Partners Capital Management, LLC

187K
Shares

$12.4 Million
0.78% of portfolio
Morgan Stanley New York, NY

179K
Shares

$11.8 Million
0.0% of portfolio
Hightower 6 M Holding, LLC

147K
Shares

$9.7 Million
0.94% of portfolio
Executive Wealth Group LLC Kirkland, WA

141K
Shares

$9.33 Million
1.88% of portfolio
Swisspartners Advisors LTD Zurich, V8

130K
Shares

$8.58 Million
8.3% of portfolio

About SPDR INDEX SHS FUND SPDR S&P C

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