Gerber Kawasaki Wealth & Investment Management Industrial Sector Spdr Transaction History

Gerber Kawasaki Wealth & Investment Management

  • $2.16 Billion
  • Q3 2024

A detailed history of Gerber Kawasaki Wealth & Investment Management transactions in Industrial Sector Spdr stock. As of the latest transaction made, Gerber Kawasaki Wealth & Investment Management holds 118,008 shares of XLI stock, worth $16.3 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
118,008
Previous 108,904 8.36%
Holding current value
$16.3 Million
Previous $13.3 Million 20.43%
% of portfolio
0.74%
Previous 0.67%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$120.56 - $135.44 $1.1 Million - $1.23 Million
9,104 Added 8.36%
118,008 $16 Million
Q2 2024

Aug 13, 2024
BUY
$120.47 - $125.94 $1.64 Million - $1.72 Million
13,627 Added 14.3%
108,904 $13.3 Million
Q1 2024

May 13, 2024
BUY
$110.23 - $125.96 $665,348 - $760,294
6,036 Added 6.76%
95,277 $12 Million
Q4 2023

Feb 12, 2024
BUY
$96.44 - $114.13 $614,901 - $727,692
6,376 Added 7.69%
89,241 $10.2 Million
Q3 2023

Nov 14, 2023
BUY
$100.74 - $110.75 $851,756 - $936,391
8,455 Added 11.36%
82,865 $8.4 Million
Q2 2023

Aug 10, 2023
BUY
$96.85 - $107.32 $959,492 - $1.06 Million
9,907 Added 15.36%
74,410 $7.99 Million
Q1 2023

May 15, 2023
SELL
$96.51 - $103.67 $59,450 - $63,860
-616 Reduced 0.95%
64,503 $6.53 Million
Q4 2022

Feb 08, 2023
SELL
$84.74 - $102.33 $1.97 Million - $2.38 Million
-23,284 Reduced 26.34%
65,119 $6.4 Million
Q3 2022

Nov 14, 2022
SELL
$82.84 - $100.53 $638,613 - $774,985
-7,709 Reduced 8.02%
88,403 $7.32 Million
Q2 2022

Aug 04, 2022
BUY
$85.56 - $102.18 $407,180 - $486,274
4,759 Added 5.21%
96,112 $8.39 Million
Q1 2022

May 12, 2022
BUY
$95.6 - $107.05 $3.34 Million - $3.74 Million
34,981 Added 62.05%
91,353 $9.41 Million
Q4 2021

Feb 11, 2022
SELL
$98.64 - $107.12 $447,628 - $486,110
-4,538 Reduced 7.45%
56,372 $5.96 Million
Q3 2021

Nov 15, 2021
BUY
$97.84 - $105.53 $135,410 - $146,053
1,384 Added 2.33%
60,910 $5.96 Million
Q2 2021

Aug 11, 2021
BUY
$98.78 - $105.53 $1.99 Million - $2.13 Million
20,172 Added 51.26%
59,526 $6.1 Million
Q1 2021

May 07, 2021
BUY
$84.77 - $98.77 $3.34 Million - $3.89 Million
39,354 New
39,354 $3.87 Million

Others Institutions Holding XLI

# of Institutions
1,507
Shares Held
138M
Call Options Held
22.1M
Put Options Held
35.2M
View Full List

About INDUSTRIAL SECTOR SPDR

XLI Quotes by TradingView
  • Ticker XLI
  • Sector ETFs
  • Industry ETFs
More about XLI
Track This Portfolio

Track Gerber Kawasaki Wealth & Investment Management Portfolio

Follow Gerber Kawasaki Wealth & Investment Management and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email