Gerber Kawasaki Wealth & Investment Management Financial 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 Financial Sector Spdr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 1,052,922 shares of XLF stock, worth $53.5 Million. This represents 2.23% of its overall portfolio holdings.

Number of Shares
1,052,922
Previous 1,003,906 4.88%
Holding current value
$53.5 Million
Previous $45.5 Million 11.85%
% of portfolio
2.23%
Previous 2.1%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$44.89 - $51.34 $2.2 Million - $2.52 Million
49,016 Added 4.88%
1,052,922 $50.9 Million
Q3 2024

Nov 13, 2024
BUY
$40.84 - $45.74 $1.32 Million - $1.48 Million
32,254 Added 3.32%
1,003,906 $45.5 Million
Q2 2024

Aug 13, 2024
BUY
$39.59 - $42.49 $2.75 Million - $2.95 Million
69,481 Added 7.7%
971,652 $39.9 Million
Q1 2024

May 13, 2024
BUY
$37.27 - $42.12 $1.26 Million - $1.42 Million
33,772 Added 3.89%
902,171 $38 Million
Q4 2023

Feb 12, 2024
BUY
$31.45 - $37.72 $1.04 Million - $1.24 Million
33,002 Added 3.95%
868,399 $32.7 Million
Q3 2023

Nov 14, 2023
BUY
$33.17 - $35.6 $2 Million - $2.15 Million
60,296 Added 7.78%
835,397 $27.7 Million
Q2 2023

Aug 10, 2023
BUY
$31.55 - $33.71 $2.97 Million - $3.18 Million
94,197 Added 13.83%
775,101 $26.1 Million
Q1 2023

May 15, 2023
BUY
$30.98 - $37.0 $577,312 - $689,495
18,635 Added 2.81%
680,904 $21.9 Million
Q4 2022

Feb 08, 2023
BUY
$30.29 - $36.31 $656,111 - $786,510
21,661 Added 3.38%
662,269 $22.6 Million
Q3 2022

Nov 14, 2022
BUY
$30.36 - $35.81 $1.47 Million - $1.73 Million
48,372 Added 8.17%
640,608 $19.4 Million
Q2 2022

Aug 04, 2022
BUY
$30.84 - $38.22 $6.93 Million - $8.59 Million
224,768 Added 61.17%
592,236 $18.6 Million
Q1 2022

May 12, 2022
BUY
$35.66 - $41.42 $6.5 Million - $7.55 Million
182,259 Added 98.41%
367,468 $14.1 Million
Q4 2021

Feb 11, 2022
BUY
$37.54 - $40.62 $4.08 Million - $4.41 Million
108,655 Added 141.93%
185,209 $7.23 Million
Q3 2021

Nov 15, 2021
BUY
$35.11 - $39.0 $313,707 - $348,465
8,935 Added 13.21%
76,554 $2.87 Million
Q2 2021

Aug 11, 2021
BUY
$34.47 - $38.47 $520,428 - $580,820
15,098 Added 28.75%
67,619 $2.48 Million
Q1 2021

May 07, 2021
BUY
$28.95 - $34.77 $608,355 - $730,656
21,014 Added 66.7%
52,521 $1.79 Million
Q4 2020

Feb 09, 2021
SELL
$23.61 - $29.48 $251,611 - $314,168
-10,657 Reduced 25.28%
31,507 $928,000
Q3 2020

Nov 02, 2020
BUY
$22.68 - $25.49 $10,999 - $12,362
485 Added 1.16%
42,164 $1.01 Million
Q2 2020

Aug 10, 2020
SELL
$19.55 - $26.74 $4.59 Million - $6.27 Million
-234,547 Reduced 84.91%
41,679 $964,000
Q1 2020

May 05, 2020
BUY
$17.66 - $31.17 $247,911 - $437,564
14,038 Added 5.35%
276,226 $5.75 Million
Q4 2019

Feb 06, 2020
BUY
$26.78 - $30.94 $524,138 - $605,557
19,572 Added 8.07%
262,188 $8.07 Million
Q3 2019

Nov 07, 2019
BUY
$27.86 - $28.52 $288,406 - $295,239
10,352 Added 4.46%
242,616 $6.79 Million
Q2 2019

Aug 09, 2019
BUY
N/A
24,298 Added 11.68%
232,264 $6.41 Million
Q1 2019

May 07, 2019
BUY
N/A
13,333 Added 6.85%
207,966 $5.35 Million
Q4 2018

Feb 08, 2019
SELL
N/A
-23,728 Reduced 10.87%
194,633 $4.64 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-978 Reduced 0.45%
218,361 $6.05 Million
Q2 2018

Aug 03, 2018
BUY
N/A
101,312 Added 85.84%
219,339 $5.86 Million
Q1 2018

May 08, 2018
BUY
N/A
55,661 Added 89.25%
118,027 $3.25 Million
Q4 2017

Feb 06, 2018
BUY
N/A
1,364 Added 2.24%
62,366 $1.74 Million
Q3 2017

Nov 13, 2017
SELL
N/A
-3,457 Reduced 5.36%
61,002 $1.6 Million
Q2 2017

Aug 09, 2017
BUY
N/A
64,459
64,459 $1.61 Million

Others Institutions Holding XLF

# of Institutions
2,035
Shares Held
761M
Call Options Held
260M
Put Options Held
343M
View Full List

About FINANCIAL SECTOR SPDR

XLF Quotes by TradingView
  • Ticker XLF
  • Sector ETFs
  • Industry ETFs
More about XLF
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