Yoffe Investment Management’s State Street SPDR S&P China ETF GXC Stock Holding History

Yoffe Investment Management’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
2026 Q2	$791K	Buy	9,142 +6	+0.1%	+$562	0.91%	40
2026 Q1	$851K	Hold	9,136	–	–	1.09%	25
2025 Q4	$884K	Buy	9,136 +10	+0.1%	+$1.01K	1.13%	25
2025 Q3	$958K	Hold	9,126	–	–	1.25%	20
2025 Q2	$799K	Buy	9,126 +9	+0.1%	+$756	1.09%	27
2025 Q1	$784K	Hold	9,117	–	–	1.15%	21
2024 Q4	$692K	Buy	+9,117	New	+$729K	1.03%	29

Other funds holding GXC

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

swisspartners Advisors Zurich, Switzerland $148M AUM 36.75% 1-Year Est. Return

Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Yoffe Investment Management's GXC Position: Q2 2026 in Review

Yoffe Investment Management increased its State Street SPDR S&P China ETF (GXC) stake by 0.07% in Q2 2026, buying an estimated $562 and bringing the position to 9,142 shares worth $791K. The position accounts for 0.91% of the portfolio, ranked #40.

Yoffe Investment Management first reported a position in GXC in Q4 2024 and has held it in 7 quarters since. The position peaked at $958K in Q3 2025. 74 funds tracked by Wall St. Rank hold GXC as of Q2 2026.

Yoffe Investment Management held 9,142 shares of State Street SPDR S&P China ETF worth $791K as of Q2 2026.
Yoffe Investment Management bought 6 State Street SPDR S&P China ETF shares in Q2 2026, an estimated $562.
State Street SPDR S&P China ETF made up 0.91% of Yoffe Investment Management's portfolio in Q2 2026, its #40 holding.
Yoffe Investment Management first reported a position in State Street SPDR S&P China ETF in Q4 2024 and has held it in 7 quarters since.
Yoffe Investment Management's State Street SPDR S&P China ETF position peaked at $958K in Q3 2025.
74 funds tracked by Wall St. Rank held State Street SPDR S&P China ETF as of Q2 2026.

Based on Yoffe Investment Management's 13F filing for Q2 2026, filed 10 Jul 2026.