Gerber Kawasaki Wealth & Investment Management’s SPDR S&P Dividend ETF SDY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $642K | Sell |
4,727
-256
| -5% | -$34.8K | 0.02% | 180 |
|
|
2025
Q1 | $676K | Buy |
4,983
+1,167
| +31% | +$158K | 0.03% | 164 |
|
|
2024
Q4 | $504K | Buy |
3,816
+20
| +0.5% | +$2.64K | 0.02% | 182 |
|
|
2024
Q3 | $539K | Buy |
3,796
+21
| +0.6% | +$2.98K | 0.02% | 178 |
|
|
2024
Q2 | $480K | Sell |
3,775
-1,048
| -22% | -$133K | 0.02% | 176 |
|
|
2024
Q1 | $633K | Sell |
4,823
-1,901
| -28% | -$249K | 0.03% | 157 |
|
|
2023
Q4 | $840K | Sell |
6,724
-3,285
| -33% | -$411K | 0.05% | 138 |
|
|
2023
Q3 | $1.15M | Sell |
10,009
-246
| -2% | -$28.3K | 0.08% | 123 |
|
|
2023
Q2 | $1.26M | Sell |
10,255
-296
| -3% | -$36.3K | 0.08% | 116 |
|
|
2023
Q1 | $1.31M | Buy |
10,551
+1,084
| +11% | +$134K | 0.1% | 110 |
|
|
2022
Q4 | $1.18M | Buy |
9,467
+1,423
| +18% | +$178K | 0.11% | 112 |
|
|
2022
Q3 | $896K | Buy |
8,044
+4,945
| +160% | +$551K | 0.08% | 118 |
|
|
2022
Q2 | $367K | Buy |
3,099
+1,035
| +50% | +$123K | 0.03% | 169 |
|
|
2022
Q1 | $264K | Buy |
2,064
+481
| +30% | +$61.5K | 0.02% | 218 |
|
|
2021
Q4 | $204K | Buy |
1,583
+217
| +16% | +$28K | 0.02% | 261 |
|
|
2021
Q3 | $160K | Buy |
+1,366
| New | +$160K | 0.02% | 197 |
|
|
2018
Q1 | – | Sell |
-2,257
| Closed | -$213K | – | 122 |
|
|
2017
Q4 | $213K | Buy |
+2,257
| New | +$213K | 0.07% | 104 |
|
|
2017
Q2 | – | Sell |
-2,695
| Closed | -$236K | – | 129 |
|
|
2017
Q1 | $236K | Sell |
2,695
-300
| -10% | -$26.3K | 0.1% | 106 |
|
|
2016
Q4 | $256K | Buy |
+2,995
| New | +$256K | 0.14% | 85 |
|