Gerber Kawasaki Wealth & Investment Management Utilities Sector Spdr Transaction History

Gerber Kawasaki Wealth & Investment Management

$2.28 Billion
Q4 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 13,456 shares of XLU stock, worth $1.08 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

13,456

Previous 12,758 5.47%

Holding current value

$1.08 Million

Previous $1.03 Million 1.17%

% of portfolio

0.04%

Previous 0.05%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$74.89 - $82.93 $52,273 - $57,885	698 Added 5.47%	13,456 $1.02 Million
Q3 2024 Nov 13, 2024	BUY	$67.67 - $80.78 $549,751 - $656,256	8,124 Added 175.31%	12,758 $1.03 Million
Q2 2024 Aug 13, 2024	BUY	$62.77 - $72.87 $158,368 - $183,851	2,523 Added 119.52%	4,634 $315,000
Q1 2024 May 13, 2024	BUY	$59.95 - $65.65 $126,554 - $138,587	2,111 New	2,111 $138,000
Q3 2023 Nov 14, 2023	SELL	$58.83 - $68.46 $60,830 - $70,787	-1,034 Reduced 12.57%	7,194 $423,000
Q2 2023 Aug 10, 2023	SELL	$64.34 - $69.97 $41,306 - $44,920	-642 Reduced 7.24%	8,228 $538,000
Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $1,528 - $1,729	24 Added 0.27%	8,870 $600,000
Q4 2022 Feb 08, 2023	BUY	$61.52 - $72.67 $2,706 - $3,197	44 Added 0.5%	8,846 $623,000
Q3 2022 Nov 14, 2022	BUY	$65.51 - $78.12 $135,605 - $161,708	2,070 Added 30.75%	8,802 $576,000
Q2 2022 Aug 04, 2022	BUY	$64.87 - $76.96 $73,238 - $86,887	1,129 Added 20.15%	6,732 $472,000
Q1 2022 May 12, 2022	BUY	$65.03 - $74.54 $173,369 - $198,723	2,666 Added 90.77%	5,603 $417,000
Q4 2021 Feb 11, 2022	BUY	$63.88 - $71.58 $38,775 - $43,449	607 Added 26.05%	2,937 $210,000
Q3 2021 Nov 15, 2021	BUY	$63.56 - $70.07 $148,094 - $163,263	2,330 New	2,330 $148,000

Others Institutions Holding XLU

# of Institutions

1,544

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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 Utilities Sector Spdr Transaction History