Gerber Kawasaki Wealth & Investment Management Financial Sector Spdr Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.21 Billion
  • Q1 2025

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Financial Sector Spdr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,036,357 shares of XLF stock, worth $52.8 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
1,036,357
Previous 1,052,922 1.57%
Holding current value
$52.8 Million
Previous $50.9 Million 1.44%
% of portfolio
2.34%
Previous 2.23%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$47.32 - $52.19 $783,855 - $864,527
-16,565 Reduced 1.57%
1,036,357 $51.6 Million
Q4 2024

Feb 14, 2025
BUY
$44.89 - $51.34 $2.2 Million - $2.52 Million
49,016 Added 4.88%
1,052,922 $50.9 Million
Q3 2024

Nov 13, 2024
BUY
$40.84 - $45.74 $1.32 Million - $1.48 Million
32,254 Added 3.32%
1,003,906 $45.5 Million
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $2.75 Million - $2.95 Million
69,481 Added 7.7%
971,652 $39.9 Million
Q1 2024

May 13, 2024
BUY
$37.27 - $42.12 $1.26 Million - $1.42 Million
33,772 Added 3.89%
902,171 $38 Million
Q4 2023

Feb 12, 2024
BUY
$31.45 - $37.72 $1.04 Million - $1.24 Million
33,002 Added 3.95%
868,399 $32.7 Million
Q3 2023

Nov 14, 2023
BUY
$33.17 - $35.6 $2 Million - $2.15 Million
60,296 Added 7.78%
835,397 $27.7 Million
Q2 2023

Aug 10, 2023
BUY
$31.55 - $33.71 $2.97 Million - $3.18 Million
94,197 Added 13.83%
775,101 $26.1 Million
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $577,312 - $689,495
18,635 Added 2.81%
680,904 $21.9 Million
Q4 2022

Feb 08, 2023
BUY
$30.29 - $36.31 $656,111 - $786,510
21,661 Added 3.38%
662,269 $22.6 Million
Q3 2022

Nov 14, 2022
BUY
$30.36 - $35.81 $1.47 Million - $1.73 Million
48,372 Added 8.17%
640,608 $19.4 Million
Q2 2022

Aug 04, 2022
BUY
$30.84 - $38.22 $6.93 Million - $8.59 Million
224,768 Added 61.17%
592,236 $18.6 Million
Q1 2022

May 12, 2022
BUY
$35.66 - $41.42 $6.5 Million - $7.55 Million
182,259 Added 98.41%
367,468 $14.1 Million
Q4 2021

Feb 11, 2022
BUY
$37.54 - $40.62 $4.08 Million - $4.41 Million
108,655 Added 141.93%
185,209 $7.23 Million
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $313,707 - $348,465
8,935 Added 13.21%
76,554 $2.87 Million
Q2 2021

Aug 11, 2021
BUY
$34.47 - $38.47 $520,428 - $580,820
15,098 Added 28.75%
67,619 $2.48 Million
Q1 2021

May 07, 2021
BUY
$28.95 - $34.77 $608,355 - $730,656
21,014 Added 66.7%
52,521 $1.79 Million
Q4 2020

Feb 09, 2021
SELL
$23.61 - $29.48 $251,611 - $314,168
-10,657 Reduced 25.28%
31,507 $928,000
Q3 2020

Nov 02, 2020
BUY
$22.68 - $25.49 $10,999 - $12,362
485 Added 1.16%
42,164 $1.01 Million
Q2 2020

Aug 10, 2020
SELL
$19.55 - $26.74 $4.59 Million - $6.27 Million
-234,547 Reduced 84.91%
41,679 $964,000
Q1 2020

May 05, 2020
BUY
$17.66 - $31.17 $247,911 - $437,564
14,038 Added 5.35%
276,226 $5.75 Million
Q4 2019

Feb 06, 2020
BUY
$26.78 - $30.94 $524,138 - $605,557
19,572 Added 8.07%
262,188 $8.07 Million
Q3 2019

Nov 07, 2019
BUY
$27.86 - $28.52 $288,406 - $295,239
10,352 Added 4.46%
242,616 $6.79 Million
Q2 2019

Aug 09, 2019
BUY
N/A
24,298 Added 11.68%
232,264 $6.41 Million
Q1 2019

May 07, 2019
BUY
N/A
13,333 Added 6.85%
207,966 $5.35 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-23,728 Reduced 10.87%
194,633 $4.64 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-978 Reduced 0.45%
218,361 $6.05 Million
Q2 2018

Aug 03, 2018
BUY
N/A
101,312 Added 85.84%
219,339 $5.86 Million
Q1 2018

May 08, 2018
BUY
N/A
55,661 Added 89.25%
118,027 $3.25 Million
Q4 2017

Feb 06, 2018
BUY
N/A
1,364 Added 2.24%
62,366 $1.74 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-3,457 Reduced 5.36%
61,002 $1.6 Million
Q2 2017

Aug 09, 2017
BUY
N/A
64,459
64,459 $1.61 Million

Others Institutions Holding XLF

# of Institutions
2,108
Shares Held
793M
Call Options Held
180M
Put Options Held
245M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
Track This Portfolio

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email