Gerber Kawasaki Wealth & Investment Management’s SPDR Portfolio S&P 500 ETF SPLG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $5.84M | Sell |
80,391
-3,062
| -4% | -$223K | 0.23% | 71 |
|
2025
Q1 | $5.49M | Sell |
83,453
-4,125
| -5% | -$271K | 0.25% | 69 |
|
2024
Q4 | $6.04M | Buy |
87,578
+11,968
| +16% | +$825K | 0.26% | 69 |
|
2024
Q3 | $5.1M | Buy |
75,610
+15,496
| +26% | +$1.05M | 0.23% | 71 |
|
2024
Q2 | $3.85M | Buy |
60,114
+12,721
| +27% | +$814K | 0.19% | 76 |
|
2024
Q1 | $2.92M | Buy |
47,393
+12,565
| +36% | +$773K | 0.16% | 86 |
|
2023
Q4 | $1.95M | Buy |
+34,828
| New | +$1.95M | 0.12% | 98 |
|
2021
Q4 | – | Sell |
-287
| Closed | -$14K | – | 974 |
|
2021
Q3 | $14K | Buy |
+287
| New | +$14K | ﹤0.01% | 575 |
|