Gerber Kawasaki Wealth & Investment Management’s SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) SLY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SLY Stock Details SLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-118,479	Closed	-$9.96M	–	281
2023 Q1	$9.96M	Buy	118,479 +4,835	+4%	+$419K	0.79%	36
2022 Q4	$9.34M	Sell	113,644 -135,420	-54%	-$11.3M	0.83%	38
2022 Q3	$18.9M	Buy	249,064 +8,977	+4%	+$756K	1.76%	15
2022 Q2	$19.2M	Sell	240,087 -26,856	-10%	-$2.32M	1.82%	15
2022 Q1	$25M	Buy	+266,943	New	+$25M	2.04%	16

Other funds holding SLY

Mathes Company New York $322M AUM 37.57% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SLY Position: Q2 2023 in Review

Gerber Kawasaki Wealth & Investment Management sold out of SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) (SLY) in Q2 2023, closing a stake of 118,479 shares — an estimated $9.96M sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in SLY in Q1 2022 and held it in 5 quarters. The position peaked at $25M in Q1 2022. 3 funds tracked by Wall St. Rank hold SLY as of Q2 2023.

Gerber Kawasaki Wealth & Investment Management reported no remaining SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position as of Q2 2023 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 118,479 SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) shares in Q2 2023, an estimated $9.96M.
Gerber Kawasaki Wealth & Investment Management first reported a position in SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) in Q1 2022 and held it in 5 quarters.
Gerber Kawasaki Wealth & Investment Management's SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) position peaked at $25M in Q1 2022.
3 funds tracked by Wall St. Rank held SPDR S&P 600 Small Cap ETF (based on S&P SmallCap 600 Index--symbol SML) as of Q2 2023.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.