Gerber Kawasaki Wealth & Investment Management Spdr Portfolio Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.21 Billion
Q1 2025

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 398,375 shares of SPMD stock, worth $21 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

398,375

Previous 373,892 6.55%

Holding current value

$21 Million

Previous $20.4 Million 0.29%

% of portfolio

0.92%

Previous 0.89%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$50.21 - $57.73 $1.23 Million - $1.41 Million	24,483 Added 6.55%	398,375 $20.4 Million
Q4 2024 Feb 14, 2025	BUY	$54.13 - $59.56 $1.22 Million - $1.34 Million	22,464 Added 6.39%	373,892 $20.4 Million
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

734

Shares Held

215M

Call Options Held

14.1K

Put Options Held

700

View Full List

About SPDR PORTFOLIO

Ticker SPMD
Sector ETFs
Industry ETFs

More about SPMD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Gerber Kawasaki Wealth & Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Gerber Kawasaki Wealth & Investment Management with notifications on news.

Account

Gerber Kawasaki Wealth & Investment Management Spdr Portfolio Transaction History