Gerber Kawasaki Wealth & Investment Management Spdr Portfolio Transaction History
Gerber Kawasaki Wealth & Investment Management
- $2.88 Billion
- Q3 2025
A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Spdr Portfolio stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 443,919 shares of SPMD stock, worth $25 Million. This represents 0.88% of its overall portfolio holdings.
Number of Shares
443,919
Previous 420,465
5.58%
Holding current value
$25 Million
Previous $22.9 Million
11.03%
% of portfolio
0.88%
Previous 0.89%
Shares
19 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio