Gerber Kawasaki Wealth & Investment Management Spdr Portfolio S&P 500 Value E Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

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 1,865,202 shares of SPYV stock, worth $98.3 Million. This represents 4.17% of its overall portfolio holdings.

Number of Shares

1,865,202

Previous 1,767,302 5.54%

Holding current value

$98.3 Million

Previous $93.4 Million 2.11%

% of portfolio

4.17%

Previous 4.32%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$51.09 - $55.27 $5 Million - $5.41 Million	97,900 Added 5.54%	1,865,202 $95.4 Million
Q3 2024 Nov 13, 2024	BUY	$48.51 - $52.86 $1.39 Million - $1.51 Million	28,637 Added 1.65%	1,767,302 $93.4 Million
Q2 2024 Aug 13, 2024	BUY	$47.37 - $50.09 $6.08 Million - $6.42 Million	128,258 Added 7.96%	1,738,665 $84.7 Million
Q1 2024 May 13, 2024	BUY	$45.88 - $50.1 $5.12 Million - $5.59 Million	111,560 Added 7.44%	1,610,407 $80.7 Million
Q4 2023 Feb 12, 2024	BUY	$39.63 - $46.73 $8.89 Million - $10.5 Million	224,222 Added 17.59%	1,498,847 $69.9 Million
Q3 2023 Nov 14, 2023	BUY	$41.15 - $44.69 $5.2 Million - $5.65 Million	126,330 Added 11.0%	1,274,625 $52.6 Million
Q2 2023 Aug 10, 2023	BUY	$40.17 - $43.27 $21 Million - $22.7 Million	523,569 Added 83.81%	1,148,295 $49.6 Million
Q1 2023 May 15, 2023	BUY	$38.68 - $42.77 $2.5 Million - $2.76 Million	64,537 Added 11.52%	624,726 $25.4 Million
Q4 2022 Feb 08, 2023	BUY	$34.79 - $40.71 $4.2 Million - $4.91 Million	120,712 Added 27.47%	560,189 $21.8 Million
Q3 2022 Nov 14, 2022	BUY	$34.49 - $40.43 $1.76 Million - $2.06 Million	50,898 Added 13.1%	439,477 $15.2 Million
Q2 2022 Aug 04, 2022	BUY	$35.93 - $42.52 $12.8 Million - $15.2 Million	357,028 Added 1131.59%	388,579 $14.1 Million
Q1 2022 May 12, 2022	BUY	$39.54 - $42.64 $434,702 - $468,784	10,994 Added 53.48%	31,551 $1.32 Million
Q4 2021 Feb 11, 2022	BUY	$39.14 - $42.04 $211,747 - $227,436	5,410 Added 35.72%	20,557 $863,000
Q3 2021 Nov 15, 2021	BUY	$38.51 - $40.73 $40,743 - $43,092	1,058 Added 7.51%	15,147 $590,000
Q2 2021 Aug 11, 2021	BUY	$38.15 - $40.6 $218,485 - $232,516	5,727 Added 68.49%	14,089 $557,000
Q1 2021 May 07, 2021	BUY	$33.86 - $38.29 $81,873 - $92,585	2,418 Added 40.68%	8,362 $316,000
Q4 2020 Feb 09, 2021	BUY	$29.5 - $34.42 $175,348 - $204,592	5,944 New	5,944 $204,000

Others Institutions Holding SPYV

# of Institutions

1,068

Shares Held

440M

Call Options Held

316K

Put Options Held

4.7K

View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

Ticker SPYV
Sector ETFs
Industry ETFs

More about SPYV

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 S&P 500 Value E Transaction History