Gerber Kawasaki Wealth & Investment Management 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 Portfolio stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 351,428 shares of SPMD stock, worth $19.8 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

351,428

Previous 327,196 7.41%

Holding current value

$19.8 Million

Previous $16.8 Million 14.48%

% of portfolio

0.89%

Previous 0.85%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$50.29 - $54.92 $1.22 Million - $1.33 Million	24,232 Added 7.41%	351,428 $19.2 Million
Q2 2024 Aug 13, 2024	BUY	$49.54 - $53.39 $2.16 Million - $2.33 Million	43,638 Added 15.39%	327,196 $16.8 Million
Q1 2024 May 13, 2024	BUY	$47.16 - $53.34 $1.59 Million - $1.8 Million	33,805 Added 13.54%	283,558 $15.1 Million
Q4 2023 Feb 12, 2024	BUY	$40.76 - $49.2 $2.19 Million - $2.64 Million	53,708 Added 27.4%	249,753 $12.2 Million
Q3 2023 Nov 14, 2023	BUY	$43.23 - $47.8 $1.98 Million - $2.19 Million	45,729 Added 30.42%	196,045 $8.58 Million
Q2 2023 Aug 10, 2023	BUY	$42.21 - $45.89 $1.33 Million - $1.44 Million	31,414 Added 26.42%	150,316 $6.9 Million
Q1 2023 May 15, 2023	BUY	$41.67 - $47.74 $297,440 - $340,768	7,138 Added 6.39%	118,902 $5.22 Million
Q4 2022 Feb 08, 2023	BUY	$39.32 - $45.21 $797,095 - $916,497	20,272 Added 22.16%	111,764 $4.75 Million
Q3 2022 Nov 14, 2022	BUY	$38.55 - $46.17 $651,070 - $779,765	16,889 Added 22.64%	91,492 $3.53 Million
Q2 2022 Aug 04, 2022	BUY	$38.67 - $47.45 $2.4 Million - $2.95 Million	62,066 Added 495.06%	74,603 $2.96 Million
Q1 2022 May 12, 2022	BUY	$44.15 - $50.14 $146,710 - $166,615	3,323 Added 36.06%	12,537 $591,000
Q4 2021 Feb 11, 2022	BUY	$46.63 - $50.95 $64,582 - $70,565	1,385 Added 17.69%	9,214 $458,000
Q3 2021 Nov 15, 2021	SELL	$45.05 - $48.67 $112,084 - $121,090	-2,488 Reduced 24.12%	7,829 $361,000
Q2 2021 Aug 11, 2021	BUY	$45.87 - $48.58 $161,645 - $171,195	3,524 Added 51.88%	10,317 $487,000
Q1 2021 May 07, 2021	BUY	$39.79 - $47.1 $270,293 - $319,950	6,793 New	6,793 $310,000

Others Institutions Holding SPMD

# of Institutions

653

Shares Held

188M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO

Ticker SPMD
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Gerber Kawasaki Wealth & Investment Management Spdr Portfolio Transaction History