Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $424K | Sell |
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|
2025
Q2 | $642K | Sell |
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|
2025
Q1 | $676K | Buy |
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|
2024
Q4 | $504K | Buy |
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|
2024
Q3 | $539K | Buy |
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|
2024
Q2 | $480K | Sell |
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|
2024
Q1 | $633K | Sell |
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|
2023
Q4 | $840K | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.26M | Sell |
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|
2023
Q1 | $1.31M | Buy |
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|
2022
Q4 | $1.18M | Buy |
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|
2022
Q3 | $896K | Buy |
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|
2022
Q2 | $367K | Buy |
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|
2022
Q1 | $264K | Buy |
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|
2021
Q4 | $204K | Buy |
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|
2021
Q3 | $160K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $213K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $236K | Sell |
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|
2016
Q4 | $256K | Buy |
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