Gerber Kawasaki Wealth & Investment Management Technology Sector Spdr Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.16 Billion
Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Technology Sector Spdr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 308,277 shares of XLK stock, worth $71.8 Million. This represents 3.22% of its overall portfolio holdings.

Number of Shares

308,277

Previous 389,888 20.93%

Holding current value

$71.8 Million

Previous $88.2 Million 21.1%

% of portfolio

3.22%

Previous 4.46%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$197.34 - $237.68 $16.1 Million - $19.4 Million	-81,611 Reduced 20.93%	308,277 $69.6 Million
Q2 2024 Aug 13, 2024	BUY	$192.53 - $231.41 $2.83 Million - $3.4 Million	14,675 Added 3.91%	389,888 $88.2 Million
Q1 2024 May 13, 2024	SELL	$184.12 - $211.02 $1.32 Million - $1.51 Million	-7,165 Reduced 1.87%	375,213 $78.1 Million
Q4 2023 Feb 12, 2024	BUY	$160.19 - $193.07 $1.76 Million - $2.13 Million	11,010 Added 2.96%	382,378 $73.6 Million
Q3 2023 Nov 14, 2023	SELL	$161.97 - $180.26 $40,654 - $45,245	-251 Reduced 0.07%	371,368 $60.9 Million
Q2 2023 Aug 10, 2023	BUY	$143.97 - $174.63 $290,819 - $352,752	2,020 Added 0.55%	371,619 $64.6 Million
Q1 2023 May 15, 2023	BUY	$121.18 - $151.01 $569,788 - $710,049	4,702 Added 1.29%	369,599 $55.8 Million
Q4 2022 Feb 08, 2023	BUY	$116.56 - $136.15 $1.66 Million - $1.94 Million	14,227 Added 4.06%	364,897 $45.4 Million
Q3 2022 Nov 14, 2022	BUY	$118.78 - $151.56 $1.76 Million - $2.25 Million	14,828 Added 4.42%	350,670 $41.7 Million
Q2 2022 Aug 04, 2022	BUY	$123.49 - $161.47 $3.35 Million - $4.38 Million	27,113 Added 8.78%	335,842 $42.7 Million
Q1 2022 May 12, 2022	BUY	$141.39 - $175.52 $1.39 Million - $1.72 Million	9,819 Added 3.28%	308,729 $49.1 Million
Q4 2021 Feb 11, 2022	BUY	$148.06 - $176.65 $1.8 Million - $2.14 Million	12,142 Added 4.23%	298,910 $52 Million
Q3 2021 Nov 15, 2021	BUY	$147.91 - $159.7 $1.68 Million - $1.81 Million	11,337 Added 4.12%	286,768 $42.8 Million
Q2 2021 Aug 11, 2021	BUY	$131.31 - $147.82 $2.26 Million - $2.54 Million	17,177 Added 6.65%	275,431 $40.7 Million
Q1 2021 May 07, 2021	BUY	$125.83 - $138.59 $247,885 - $273,022	1,970 Added 0.77%	258,254 $34.3 Million
Q4 2020 Feb 09, 2021	BUY	$110.86 - $130.52 $1.5 Million - $1.77 Million	13,572 Added 5.59%	256,284 $33.3 Million
Q3 2020 Nov 02, 2020	SELL	$104.66 - $127.03 $965,697 - $1.17 Million	-9,227 Reduced 3.66%	242,712 $28.3 Million
Q2 2020 Aug 10, 2020	BUY	$76.54 - $104.63 $315,957 - $431,912	4,128 Added 1.67%	251,939 $26.3 Million
Q1 2020 May 05, 2020	BUY	$70.4 - $102.79 $2.09 Million - $3.05 Million	29,645 Added 13.59%	247,811 $19.9 Million
Q4 2019 Feb 06, 2020	BUY	$78.28 - $91.92 $509,054 - $597,755	6,503 Added 3.07%	218,166 $20 Million
Q3 2019 Nov 07, 2019	SELL	$79.69 - $81.76 $5.69 Million - $5.84 Million	-71,403 Reduced 25.22%	211,663 $17 Million
Q2 2019 Aug 09, 2019	BUY	N/A	14,840 Added 5.53%	283,066 $22.1 Million
Q1 2019 May 07, 2019	BUY	N/A	11,039 Added 4.29%	268,226 $19.8 Million
Q4 2018 Feb 08, 2019	BUY	N/A	3,560 Added 1.4%	257,187 $15.9 Million
Q3 2018 Nov 06, 2018	BUY	N/A	19,759 Added 8.45%	253,627 $19.2 Million
Q2 2018 Aug 03, 2018	BUY	N/A	23,980 Added 11.43%	233,868 $16.4 Million
Q1 2018 May 08, 2018	BUY	N/A	17,926 Added 9.34%	209,888 $13.7 Million
Q4 2017 Feb 06, 2018	SELL	N/A	-2,226 Reduced 1.15%	191,962 $12.3 Million
Q3 2017 Nov 13, 2017	SELL	N/A	-14,276 Reduced 6.85%	194,188 $11.7 Million
Q2 2017 Aug 09, 2017	BUY	N/A	208,464	208,464 $11.6 Million

Others Institutions Holding XLK

# of Institutions

2,335

Shares Held

178M

Call Options Held

14.8M

Put Options Held

17.8M

View Full List

About TECHNOLOGY SECTOR SPDR

Ticker XLK
Sector ETFs
Industry ETFs

More about XLK

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 Technology Sector Spdr Transaction History