Gerber Kawasaki Wealth & Investment Management Industrial Sector Spdr Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 108,904 shares of XLI stock, worth $15.5 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares

108,904

Previous 95,277 14.3%

Holding current value

$15.5 Million

Previous $12 Million 10.59%

% of portfolio

0.67%

Previous 0.65%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$120.47 - $125.94 $1.64 Million - $1.72 Million	13,627 Added 14.3%	108,904 $13.3 Million
Q1 2024 May 13, 2024	BUY	$110.23 - $125.96 $665,348 - $760,294	6,036 Added 6.76%	95,277 $12 Million
Q4 2023 Feb 12, 2024	BUY	$96.44 - $114.13 $614,901 - $727,692	6,376 Added 7.69%	89,241 $10.2 Million
Q3 2023 Nov 14, 2023	BUY	$100.74 - $110.75 $851,756 - $936,391	8,455 Added 11.36%	82,865 $8.4 Million
Q2 2023 Aug 10, 2023	BUY	$96.85 - $107.32 $959,492 - $1.06 Million	9,907 Added 15.36%	74,410 $7.99 Million
Q1 2023 May 15, 2023	SELL	$96.51 - $103.67 $59,450 - $63,860	-616 Reduced 0.95%	64,503 $6.53 Million
Q4 2022 Feb 08, 2023	SELL	$84.74 - $102.33 $1.97 Million - $2.38 Million	-23,284 Reduced 26.34%	65,119 $6.4 Million
Q3 2022 Nov 14, 2022	SELL	$82.84 - $100.53 $638,613 - $774,985	-7,709 Reduced 8.02%	88,403 $7.32 Million
Q2 2022 Aug 04, 2022	BUY	$85.56 - $102.18 $407,180 - $486,274	4,759 Added 5.21%	96,112 $8.39 Million
Q1 2022 May 12, 2022	BUY	$95.6 - $107.05 $3.34 Million - $3.74 Million	34,981 Added 62.05%	91,353 $9.41 Million
Q4 2021 Feb 11, 2022	SELL	$98.64 - $107.12 $447,628 - $486,110	-4,538 Reduced 7.45%	56,372 $5.96 Million
Q3 2021 Nov 15, 2021	BUY	$97.84 - $105.53 $135,410 - $146,053	1,384 Added 2.33%	60,910 $5.96 Million
Q2 2021 Aug 11, 2021	BUY	$98.78 - $105.53 $1.99 Million - $2.13 Million	20,172 Added 51.26%	59,526 $6.1 Million
Q1 2021 May 07, 2021	BUY	$84.77 - $98.77 $3.34 Million - $3.89 Million	39,354 New	39,354 $3.87 Million

Others Institutions Holding XLI

# of Institutions

1,425

Shares Held

142M

Call Options Held

20.8M

Put Options Held

27.3M

View Full List

About INDUSTRIAL SECTOR SPDR

Ticker XLI
Sector ETFs
Industry ETFs

More about XLI

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Gerber Kawasaki Wealth & Investment Management Industrial Sector Spdr Transaction History