A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Select Sector Spdr Fund Health stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 324,572 shares of XLV stock, worth $46.9 Million. This represents 2.61% of its overall portfolio holdings.

Number of Shares
324,572
Previous 308,105 5.34%
Holding current value
$46.9 Million
Previous $42 Million 14.11%
% of portfolio
2.61%
Previous 2.52%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$138.48 - $147.86 $2.28 Million - $2.43 Million
16,467 Added 5.34%
324,572 $47.9 Million
Q4 2023

Feb 12, 2024

BUY
$123.14 - $136.38 $1.19 Million - $1.31 Million
9,630 Added 3.23%
308,105 $42 Million
Q3 2023

Nov 14, 2023

BUY
$128.74 - $136.24 $1.99 Million - $2.1 Million
15,441 Added 5.46%
298,475 $38.4 Million
Q2 2023

Aug 10, 2023

BUY
$126.74 - $135.66 $2.73 Million - $2.92 Million
21,558 Added 8.24%
283,034 $37.6 Million
Q1 2023

May 15, 2023

BUY
$124.15 - $135.82 $261,087 - $285,629
2,103 Added 0.81%
261,476 $33.9 Million
Q4 2022

Feb 08, 2023

BUY
$129.86 - $140.1 $2.04 Million - $2.2 Million
15,715 Added 6.45%
259,373 $35.2 Million
Q3 2022

Nov 14, 2022

BUY
N/A
9,817 Added 4.2%
243,658 $29.5 Million
Q2 2022

Aug 04, 2022

BUY
N/A
20,475 Added 9.6%
233,841 $30 Million
Q1 2022

May 12, 2022

BUY
N/A
13,127 Added 6.56%
213,366 $29.2 Million
Q4 2021

Feb 11, 2022

BUY
N/A
11,557 Added 6.13%
200,239 $28.2 Million
Q3 2021

Nov 15, 2021

SELL
N/A
-39,694 Reduced 17.38%
188,682 $24 Million
Q2 2021

Aug 11, 2021

BUY
N/A
24,149 Added 11.82%
228,376 $28.8 Million
Q1 2021

May 07, 2021

BUY
N/A
24,239 Added 13.47%
204,227 $23.8 Million
Q4 2020

Feb 09, 2021

BUY
N/A
15,215 Added 9.23%
179,988 $20.4 Million
Q3 2020

Nov 02, 2020

BUY
N/A
11,175 Added 7.28%
164,773 $17.4 Million
Q2 2020

Aug 10, 2020

BUY
N/A
7,303 Added 4.99%
153,598 $15.4 Million
Q1 2020

May 05, 2020

BUY
N/A
10,105 Added 7.42%
146,295 $13 Million
Q4 2019

Feb 06, 2020

BUY
N/A
14,234 Added 11.67%
136,190 $13.9 Million
Q3 2019

Nov 07, 2019

BUY
N/A
21,759 Added 21.72%
121,956 $11 Million
Q2 2019

Aug 09, 2019

BUY
N/A
31,209 Added 45.24%
100,197 $9.28 Million
Q1 2019

May 07, 2019

BUY
N/A
68,988 New
68,988 $6.33 Million

Others Institutions Holding XLV

About SELECT SECTOR SPDR FUND-HEALTH


  • Ticker XLV
  • Sector ETFs
  • Industry ETFs
More about XLV
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