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

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 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 5,656 shares of SPEM stock, worth $231,669. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,656

Previous 5,830 2.98%

Holding current value

$231,669

Previous $210,000 1.43%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$35.3 - $38.79 $6,142 - $6,749	-174 Reduced 2.98%	5,656 $213,000
Q1 2024 May 13, 2024	SELL	$33.69 - $36.47 $49,861 - $53,975	-1,480 Reduced 20.25%	5,830 $210,000
Q4 2023 Feb 12, 2024	SELL	$32.26 - $35.46 $96,683 - $106,273	-2,997 Reduced 29.08%	7,310 $258,000
Q3 2023 Nov 14, 2023	SELL	$33.36 - $36.37 $43,835 - $47,790	-1,314 Reduced 11.31%	10,307 $346,000
Q2 2023 Aug 10, 2023	SELL	$33.2 - $35.75 $760,479 - $818,889	-22,906 Reduced 66.34%	11,621 $399,000
Q1 2023 May 15, 2023	BUY	$32.49 - $36.44 $238,346 - $267,323	7,336 Added 26.98%	34,527 $1.18 Million
Q4 2022 Feb 08, 2023	SELL	$30.18 - $34.51 $3.19 Million - $3.65 Million	-105,700 Reduced 79.54%	27,191 $896,000
Q3 2022 Nov 14, 2022	BUY	$31.04 - $35.55 $635,637 - $727,992	20,478 Added 18.22%	132,891 $4.12 Million
Q2 2022 Aug 04, 2022	BUY	$33.85 - $40.03 $2.66 Million - $3.15 Million	78,631 Added 232.76%	112,413 $3.91 Million
Q1 2022 May 12, 2022	BUY	$35.69 - $43.02 $169,456 - $204,258	4,748 Added 16.35%	33,782 $1.12 Million
Q4 2021 Feb 11, 2022	BUY	$40.07 - $44.51 $867,275 - $963,374	21,644 Added 292.88%	29,034 $992,000
Q3 2021 Nov 15, 2021	BUY	$41.44 - $45.27 $50,100 - $54,731	1,209 Added 19.56%	7,390 $314,000
Q2 2021 Aug 11, 2021	BUY	$42.87 - $46.35 $62,633 - $67,717	1,461 Added 30.95%	6,181 $281,000
Q1 2021 May 07, 2021	BUY	$42.41 - $47.37 $200,175 - $223,586	4,720 New	4,720 $206,000

Others Institutions Holding SPEM

# of Institutions

772

Shares Held

193M

Call Options Held

Put Options Held

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About SPDR SER TR FDS SPDR PORTFOLIO

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