Gerber Kawasaki Wealth & Investment Management Spdr Series Tr Spdr S&P Divide Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.21 Billion
Q1 2025

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Series Tr Spdr S&P Divide stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 4,983 shares of SDY stock, worth $671,210. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,983

Previous 3,816 30.58%

Holding current value

$671,210

Previous $504,000 34.13%

% of portfolio

0.03%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$128.74 - $138.67 $150,239 - $161,827	1,167 Added 30.58%	4,983 $676,000
Q4 2024 Feb 14, 2025	BUY	$131.66 - $144.0 $2,633 - $2,880	20 Added 0.53%	3,816 $504,000
Q3 2024 Nov 13, 2024	BUY	$125.95 - $142.04 $2,644 - $2,982	21 Added 0.56%	3,796 $539,000
Q2 2024 Aug 13, 2024	SELL	$124.6 - $132.46 $130,580 - $138,818	-1,048 Reduced 21.73%	3,775 $480,000
Q1 2024 May 13, 2024	SELL	$122.28 - $131.24 $232,454 - $249,487	-1,901 Reduced 28.27%	4,823 $632,000
Q4 2023 Feb 12, 2024	SELL	$110.2 - $125.58 $362,007 - $412,530	-3,285 Reduced 32.82%	6,724 $840,000
Q3 2023 Nov 14, 2023	SELL	$115.01 - $127.58 $28,292 - $31,384	-246 Reduced 2.4%	10,009 $1.15 Million
Q2 2023 Aug 10, 2023	SELL	$117.3 - $124.97 $34,720 - $36,991	-296 Reduced 2.81%	10,255 $1.26 Million
Q1 2023 May 15, 2023	BUY	$117.74 - $132.18 $127,630 - $143,283	1,084 Added 11.45%	10,551 $1.31 Million
Q4 2022 Feb 08, 2023	BUY	$112.65 - $131.57 $160,300 - $187,224	1,423 Added 17.69%	9,467 $1.18 Million
Q3 2022 Nov 14, 2022	BUY	$111.5 - $132.34 $551,367 - $654,421	4,945 Added 159.57%	8,044 $896,000
Q2 2022 Aug 04, 2022	BUY	$114.07 - $132.3 $118,062 - $136,930	1,035 Added 50.15%	3,099 $367,000
Q1 2022 May 12, 2022	BUY	$121.65 - $130.75 $58,513 - $62,890	481 Added 30.39%	2,064 $264,000
Q4 2021 Feb 11, 2022	BUY	$118.81 - $129.12 $25,781 - $28,019	217 Added 15.89%	1,583 $204,000
Q3 2021 Nov 15, 2021	BUY	$117.12 - $125.76 $159,985 - $171,788	1,366 New	1,366 $160,000
Q1 2018 May 08, 2018	SELL	N/A	-2,257 Closed	0 $0
Q4 2017 Feb 06, 2018	BUY	N/A	2,257	2,257 $213,000

Others Institutions Holding SDY

# of Institutions

1,321

Shares Held

71.4M

Call Options Held

48.3K

Put Options Held

39.7K

View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

Ticker SDY
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Gerber Kawasaki Wealth & Investment Management Spdr Series Tr Spdr S&P Divide Transaction History