Gerber Kawasaki Wealth & Investment Management 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 Portfolio stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 454,459 shares of SPYG stock, worth $39.8 Million. This represents 1.84% of its overall portfolio holdings.

Number of Shares

454,459

Previous 430,829 5.48%

Holding current value

$39.8 Million

Previous $31.5 Million 15.55%

% of portfolio

1.84%

Previous 1.72%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$68.71 - $80.95 $1.62 Million - $1.91 Million	23,630 Added 5.48%	454,459 $36.4 Million
Q1 2024 May 13, 2024	BUY	$63.12 - $73.73 $1.26 Million - $1.48 Million	20,032 Added 4.88%	430,829 $31.5 Million
Q4 2023 Feb 12, 2024	BUY	$57.02 - $65.3 $1.37 Million - $1.57 Million	23,971 Added 6.2%	410,797 $26.7 Million
Q3 2023 Nov 14, 2023	BUY	$58.97 - $62.89 $588,933 - $628,082	9,987 Added 2.65%	386,826 $22.9 Million
Q2 2023 Aug 10, 2023	BUY	$54.76 - $61.01 $18.6 Million - $20.7 Million	339,189 Added 900.9%	376,839 $23 Million
Q1 2023 May 15, 2023	SELL	$49.61 - $55.36 $463,357 - $517,062	-9,340 Reduced 19.88%	37,650 $2.08 Million
Q4 2022 Feb 08, 2023	BUY	$49.14 - $55.07 $201,080 - $225,346	4,092 Added 9.54%	46,990 $2.38 Million
Q3 2022 Nov 14, 2022	BUY	$50.1 - $61.86 $353,856 - $436,917	7,063 Added 19.71%	42,898 $2.15 Million
Q2 2022 Aug 04, 2022	SELL	$50.47 - $67.39 $483,098 - $645,057	-9,572 Reduced 21.08%	35,835 $1.87 Million
Q1 2022 May 12, 2022	BUY	$59.17 - $73.03 $2.69 Million - $3.32 Million	45,407 New	45,407 $3.12 Million
Q4 2021 Feb 11, 2022	SELL	$63.39 - $73.48 $2,155 - $2,498	-34 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$63.23 - $68.45 $2,149 - $2,327	34 New	34 $2,000

Others Institutions Holding SPYG

# of Institutions

1,088

Shares Held

284M

Call Options Held

461K

Put Options Held

35.8K

View Full List

About SPDR PORTFOLIO

Ticker SPYG
Sector ETFs
Industry ETFs

More about SPYG

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