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

Gerber Kawasaki Wealth & Investment Management

  • $2.88 Billion
  • Q3 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 3,030 shares of SDY stock, worth $418,806. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,030
Previous 4,727 35.9%
Holding current value
$418,806
Previous $641,000 33.85%
% of portfolio
0.01%
Previous 0.03%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$136.48 - $142.97 $231,606 - $242,620
-1,697 Reduced 35.9%
3,030 $424,000
Q2 2025

Aug 13, 2025
SELL
$121.58 - $136.74 $31,124 - $35,005
-256 Reduced 5.14%
4,727 $641,000
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
1,354
Shares Held
70.6M
Call Options Held
59.5K
Put Options Held
29.7K
View Full List

About SPDR SERIES TR SPDR S&P DIVIDE

SDY Quotes by TradingView
  • Ticker SDY
  • Sector ETFs
  • Industry ETFs
More about SDY
Track This Portfolio

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email