Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 1500 Compos 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 S&P 1500 Compos stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 4,206 shares of SPTM stock, worth $303,378. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,206

Previous 4,193 0.31%

Holding current value

$303,378

Previous $278,000 5.76%

% of portfolio

0.01%

Previous 0.01%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	BUY	$63.28 - $70.06 $822 - $910	13 Added 0.31%	4,206 $294,000
Q2 2024 Aug 13, 2024	BUY	$60.69 - $66.83 $849 - $935	14 Added 0.34%	4,193 $278,000
Q1 2024 May 13, 2024	BUY	$57.38 - $64.15 $745 - $833	13 Added 0.31%	4,179 $268,000
Q4 2023 Feb 12, 2024	BUY	$50.31 - $58.65 $804 - $938	16 Added 0.39%	4,166 $243,000
Q3 2023 Nov 14, 2023	BUY	$52.22 - $56.31 $8,094 - $8,728	155 Added 3.88%	4,150 $217,000
Q2 2023 Aug 10, 2023	BUY	$49.75 - $54.44 $198,751 - $217,487	3,995 New	3,995 $217,000

Others Institutions Holding SPTM

# of Institutions

629

Shares Held

85M

Call Options Held

949K

Put Options Held

700

View Full List

About SPDR PORTFOLIO S&P 1500 COMPOS

Ticker SPTM
Sector ETFs
Industry ETFs

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Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 1500 Compos Transaction History