Gerber Kawasaki Wealth & Investment Management Spdr Ser Tr Fds Spdr Portfolio 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 Fds Spdr Portfolio stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 6,420 shares of SPDW stock, worth $221,682. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,420

Previous 6,516 1.47%

Holding current value

$221,682

Previous $228,000 5.7%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$33.74 - $37.96 $3,239 - $3,644	-96 Reduced 1.47%	6,420 $241,000
Q2 2024 Aug 13, 2024	SELL	$34.2 - $36.64 $6,840 - $7,328	-200 Reduced 2.98%	6,516 $228,000
Q1 2024 May 13, 2024	SELL	$32.85 - $35.9 $45,135 - $49,326	-1,374 Reduced 16.98%	6,716 $240,000
Q4 2023 Feb 12, 2024	SELL	$29.46 - $34.07 $77,303 - $89,399	-2,624 Reduced 24.49%	8,090 $275,000
Q3 2023 Nov 14, 2023	SELL	$30.88 - $33.58 $59,629 - $64,842	-1,931 Reduced 15.27%	10,714 $332,000
Q2 2023 Aug 10, 2023	SELL	$31.7 - $33.66 $838,211 - $890,037	-26,442 Reduced 67.65%	12,645 $411,000
Q1 2023 May 15, 2023	BUY	$29.83 - $32.71 $239,833 - $262,988	8,040 Added 25.9%	39,087 $1.26 Million
Q4 2022 Feb 08, 2023	SELL	$25.7 - $31.02 $3.26 Million - $3.94 Million	-126,909 Reduced 80.34%	31,047 $921,000
Q3 2022 Nov 14, 2022	BUY	$25.67 - $30.93 $703,126 - $847,203	27,391 Added 20.98%	157,956 $4.08 Million
Q2 2022 Aug 04, 2022	BUY	$28.57 - $34.74 $3.31 Million - $4.03 Million	116,014 Added 797.29%	130,565 $3.77 Million
Q1 2022 May 12, 2022	BUY	$31.42 - $36.91 $162,504 - $190,898	5,172 Added 55.14%	14,551 $498,000
Q4 2021 Feb 11, 2022	BUY	$35.28 - $37.98 $72,676 - $78,238	2,060 Added 28.15%	9,379 $342,000
Q3 2021 Nov 15, 2021	BUY	$35.68 - $38.17 $29,186 - $31,223	818 Added 12.58%	7,319 $265,000
Q2 2021 Aug 11, 2021	BUY	$35.87 - $38.34 $28,265 - $30,211	788 Added 13.79%	6,501 $239,000
Q1 2021 May 07, 2021	BUY	$33.6 - $35.9 $191,956 - $205,096	5,713 New	5,713 $202,000

Others Institutions Holding SPDW

# of Institutions

957

Shares Held

487M

Call Options Held

500

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
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Gerber Kawasaki Wealth & Investment Management Spdr Ser Tr Fds Spdr Portfolio Transaction History