A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Select Sector Spdr Consumer Di stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 244,684 shares of XLY stock, worth $48.8 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
244,684
Previous 227,901 7.36%
Holding current value
$48.8 Million
Previous $41.9 Million 6.5%
% of portfolio
2.26%
Previous 2.28%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$169.76 - $184.45 $2.85 Million - $3.1 Million
16,783 Added 7.36%
244,684 $44.6 Million
Q1 2024

May 13, 2024

BUY
$170.9 - $185.02 $2.36 Million - $2.55 Million
13,803 Added 6.45%
227,901 $41.9 Million
Q4 2023

Feb 12, 2024

BUY
$148.04 - $181.41 $1.46 Million - $1.79 Million
9,863 Added 4.83%
214,098 $38.3 Million
Q3 2023

Nov 14, 2023

BUY
$158.36 - $176.97 $1.84 Million - $2.05 Million
11,595 Added 6.02%
204,235 $32.9 Million
Q2 2023

Aug 10, 2023

BUY
$143.54 - $169.81 $2.85 Million - $3.37 Million
19,864 Added 11.5%
192,640 $32.7 Million
Q1 2023

May 15, 2023

BUY
$128.39 - $156.16 $799,741 - $972,720
6,229 Added 3.74%
172,776 $25.8 Million
Q4 2022

Feb 08, 2023

BUY
$126.26 - $147.57 $1.07 Million - $1.26 Million
8,514 Added 5.39%
166,547 $21.5 Million
Q3 2022

Nov 14, 2022

BUY
$140.01 - $172.97 $1.44 Million - $1.77 Million
10,255 Added 6.94%
158,033 $22.5 Million
Q2 2022

Aug 04, 2022

BUY
$134.63 - $189.39 $10.2 Million - $14.3 Million
75,592 Added 104.72%
147,778 $20.3 Million
Q1 2022

May 12, 2022

BUY
$163.19 - $210.31 $2.24 Million - $2.89 Million
13,732 Added 23.49%
72,186 $11.7 Million
Q4 2021

Feb 11, 2022

BUY
$179.37 - $211.42 $552,100 - $650,750
3,078 Added 5.56%
58,454 $12 Million
Q3 2021

Nov 15, 2021

BUY
$175.93 - $185.89 $405,518 - $428,476
2,305 Added 4.34%
55,376 $9.94 Million
Q2 2021

Aug 11, 2021

BUY
$166.65 - $179.87 $660,100 - $712,465
3,961 Added 8.07%
53,071 $9.48 Million
Q1 2021

May 07, 2021

BUY
$155.83 - $173.21 $953,367 - $1.06 Million
6,118 Added 14.23%
49,110 $8.25 Million
Q4 2020

Feb 09, 2021

BUY
$142.97 - $160.78 $173,136 - $194,704
1,211 Added 2.9%
42,992 $6.91 Million
Q3 2020

Nov 02, 2020

BUY
$129.0 - $153.76 $27,348 - $32,597
212 Added 0.51%
41,781 $6.14 Million
Q2 2020

Aug 10, 2020

SELL
$92.41 - $133.25 $526,090 - $758,592
-5,693 Reduced 12.05%
41,569 $5.31 Million
Q1 2020

May 05, 2020

SELL
$87.45 - $132.32 $443,196 - $670,597
-5,068 Reduced 9.68%
47,262 $4.64 Million
Q4 2019

Feb 06, 2020

BUY
$117.45 - $126.06 $58,725 - $63,030
500 Added 0.96%
52,330 $6.56 Million
Q3 2019

Nov 07, 2019

SELL
$119.52 - $123.67 $64,421 - $66,658
-539 Reduced 1.03%
51,830 $6.26 Million
Q2 2019

Aug 09, 2019

SELL
N/A
-911 Reduced 1.71%
52,369 $6.24 Million
Q1 2019

May 07, 2019

SELL
N/A
-3,588 Reduced 6.31%
53,280 $6.07 Million
Q4 2018

Feb 08, 2019

SELL
N/A
-323 Reduced 0.56%
56,868 $5.63 Million
Q3 2018

Nov 06, 2018

BUY
N/A
4,756 Added 9.07%
57,191 $6.68 Million
Q2 2018

Aug 03, 2018

BUY
N/A
10,302 Added 24.45%
52,435 $5.74 Million
Q1 2018

May 08, 2018

SELL
N/A
-1,164 Reduced 2.69%
42,133 $4.27 Million
Q4 2017

Feb 06, 2018

SELL
N/A
-8,697 Reduced 16.73%
43,297 $4.27 Million
Q3 2017

Nov 13, 2017

SELL
N/A
-5,214 Reduced 9.11%
51,994 $4.75 Million
Q2 2017

Aug 09, 2017

BUY
N/A
57,208
57,208 $5.11 Million

Others Institutions Holding XLY

About SELECT SECTOR SPDR-CONSUMER DI


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