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

Gerber Kawasaki Wealth & Investment Management

  • $2.28 Billion
  • Q4 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 6,908 shares of SPDW stock, worth $254,007. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,908
Previous 6,420 7.6%
Holding current value
$254,007
Previous $241,000 2.49%
% of portfolio
0.01%
Previous 0.01%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$34.13 - $37.35 $16,655 - $18,226
488 Added 7.6%
6,908 $235,000
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
1,033
Shares Held
536M
Call Options Held
2.4K
Put Options Held
2.1K
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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