Gerber Kawasaki Wealth & Investment Management Spdr Ser Tr Spdr Portfolio Cor Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Ser Tr Spdr Portfolio Cor stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,118,303 shares of SPBO stock, worth $32.1 Million. This represents 1.55% of its overall portfolio holdings.

Number of Shares

1,118,303

Previous 971,275 15.14%

Holding current value

$32.1 Million

Previous $27.9 Million 20.47%

% of portfolio

1.55%

Previous 1.41%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$28.45 - $30.18 $4.18 Million - $4.44 Million	147,028 Added 15.14%	1,118,303 $33.6 Million
Q2 2024 Aug 13, 2024	BUY	$28.13 - $28.99 $2.77 Million - $2.86 Million	98,633 Added 11.3%	971,275 $27.9 Million
Q1 2024 May 13, 2024	BUY	$28.68 - $29.47 $4.5 Million - $4.63 Million	156,967 Added 21.93%	872,642 $25.4 Million
Q4 2023 Feb 12, 2024	BUY	$26.77 - $29.6 $3.73 Million - $4.12 Million	139,319 Added 24.17%	715,675 $21 Million
Q3 2023 Nov 14, 2023	BUY	$27.56 - $28.96 $14.8 Million - $15.5 Million	536,753 Added 1355.33%	576,356 $15.9 Million
Q2 2023 Aug 10, 2023	SELL	$28.44 - $29.46 $1.4 Million - $1.45 Million	-49,063 Reduced 55.33%	39,603 $1.14 Million
Q1 2023 May 15, 2023	BUY	$28.24 - $29.83 $460,424 - $486,348	16,304 Added 22.53%	88,666 $2.59 Million
Q4 2022 Feb 08, 2023	SELL	$26.99 - $29.37 $4.39 Million - $4.78 Million	-162,666 Reduced 69.21%	72,362 $2.05 Million
Q3 2022 Nov 14, 2022	BUY	$27.57 - $30.56 $1.59 Million - $1.76 Million	57,731 Added 32.56%	235,028 $6.53 Million
Q2 2022 Aug 04, 2022	BUY	$28.93 - $32.12 $5.09 Million - $5.66 Million	176,076 Added 14420.64%	177,297 $5.24 Million
Q1 2022 May 12, 2022	BUY	$31.54 - $34.53 $1,230 - $1,346	39 Added 3.3%	1,221 $225,000
Q4 2021 Feb 11, 2022	BUY	$34.61 - $35.48 $35,544 - $36,437	1,027 Added 662.58%	1,182 $241,000
Q3 2021 Nov 15, 2021	BUY	$35.1 - $35.84 $5,440 - $5,555	155 New	155 $5,000

Others Institutions Holding SPBO

# of Institutions

155

Shares Held

43.6M

Call Options Held

900

Put Options Held

100

View Full List

About SPDR SER TR SPDR PORTFOLIO COR

Ticker SPBO
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Gerber Kawasaki Wealth & Investment Management Spdr Ser Tr Spdr Portfolio Cor Transaction History