Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 500 Value E Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.56 Billion
- Q2 2025
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Portfolio S&P 500 Value E stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 2,096,598 shares of SPYV stock, worth $115 Million. This represents 4.29% of its overall portfolio holdings.
Number of Shares
2,096,598
Previous 2,012,915
4.16%
Holding current value
$115 Million
Previous $103 Million
6.75%
% of portfolio
4.29%
Previous 4.66%
Shares
19 transactions
Others Institutions Holding SPYV
# of Institutions
1,164Shares Held
449MCall Options Held
372KPut Options Held
26K-
Financial Engines Advisors L.L.C. Santa Clara, CA81.1MShares$4.45 Billion8.5% of portfolio
-
Lpl Financial LLC Fort Mill, SC45.1MShares$2.48 Billion0.83% of portfolio
-
Allworth Financial LP16.6MShares$912 Million4.32% of portfolio
-
Morgan Stanley New York, NY9.8MShares$537 Million0.03% of portfolio
-
Valmark Advisers, Inc.8.51MShares$467 Million6.19% of portfolio