Leelyn Smith, LLC Spdr Index Shs Fund Spdr S&P C Transaction History

Leelyn Smith, LLC

$516 Million
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$75.92 - $107.35 $3,947 - $5,582	-52 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$100.13 - $117.86 $2,302 - $2,710	-23 Reduced 30.67%	52 $5,000
Q3 2021 Nov 12, 2021	SELL	$108.07 - $131.38 $324 - $394	-3 Reduced 3.85%	75 $8,000
Q2 2021 Aug 31, 2021	SELL	$123.38 - $135.43 $370 - $406	-3 Reduced 3.7%	78 $10,000
Q1 2021 May 05, 2021	SELL	$126.98 - $155.61 $380 - $466	-3 Reduced 3.57%	81 $11,000
Q4 2020 Jan 15, 2021	SELL	$118.51 - $131.82 $1,066 - $1,186	-9 Reduced 9.68%	84 $12,000
Q3 2020 Nov 05, 2020	SELL	$105.84 - $124.1 $635 - $744	-6 Reduced 6.06%	93 $11,000
Q2 2020 Aug 06, 2020	SELL	$88.34 - $106.92 $88 - $106	-1 Reduced 1.0%	99 $10,000
Q1 2020 May 06, 2020	BUY	$83.64 - $108.4 $8,364 - $10,840	100 New	100 $9,000

Others Institutions Holding GXC

# of Institutions

79

Shares Held

1.67M

Call Options Held

0

Put Options Held

3.2K

Osborne Partners Capital Management, LLC

193K
Shares

$15.6 Million
0.91% of portfolio
Morgan Stanley New York, NY

179K
Shares

$14.5 Million
0.0% of portfolio
Hightower 6 M Holding, LLC

147K
Shares

$11.9 Million
0.94% of portfolio
Executive Wealth Group LLC Kirkland, WA

141K
Shares

$11.4 Million
1.88% of portfolio
Swisspartners Advisors LTD Zurich, V8

132K
Shares

$10.7 Million
8.59% of portfolio

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