Gerber Kawasaki Wealth & Investment Management’s SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Buy |
420,465
+22,090
| +6% | +$1.2M | 0.88% | 30 |
|
|
2025
Q1 | $20.4M | Buy |
398,375
+24,483
| +7% | +$1.25M | 0.92% | 27 |
|
|
2024
Q4 | $20.4M | Buy |
373,892
+22,464
| +6% | +$1.23M | 0.89% | 27 |
|
|
2024
Q3 | $19.2M | Buy |
351,428
+24,232
| +7% | +$1.33M | 0.88% | 29 |
|
|
2024
Q2 | $16.8M | Buy |
327,196
+43,638
| +15% | +$2.24M | 0.84% | 30 |
|
|
2024
Q1 | $15.1M | Buy |
283,558
+33,805
| +14% | +$1.8M | 0.82% | 31 |
|
|
2023
Q4 | $12.2M | Buy |
249,753
+53,708
| +27% | +$2.62M | 0.73% | 35 |
|
|
2023
Q3 | $8.58M | Buy |
196,045
+45,729
| +30% | +$2M | 0.58% | 40 |
|
|
2023
Q2 | $6.9M | Buy |
150,316
+31,414
| +26% | +$1.44M | 0.46% | 48 |
|
|
2023
Q1 | $5.22M | Buy |
118,902
+7,138
| +6% | +$314K | 0.41% | 53 |
|
|
2022
Q4 | $4.75M | Buy |
111,764
+20,272
| +22% | +$862K | 0.42% | 56 |
|
|
2022
Q3 | $3.53M | Buy |
91,492
+16,889
| +23% | +$651K | 0.33% | 60 |
|
|
2022
Q2 | $2.96M | Buy |
74,603
+62,066
| +495% | +$2.46M | 0.28% | 71 |
|
|
2022
Q1 | $591K | Buy |
12,537
+3,323
| +36% | +$157K | 0.05% | 149 |
|
|
2021
Q4 | $458K | Buy |
9,214
+1,385
| +18% | +$68.8K | 0.04% | 166 |
|
|
2021
Q3 | $361K | Sell |
7,829
-2,488
| -24% | -$115K | 0.05% | 123 |
|
|
2021
Q2 | $487K | Buy |
10,317
+3,524
| +52% | +$166K | 0.05% | 150 |
|
|
2021
Q1 | $310K | Buy |
+6,793
| New | +$310K | 0.04% | 166 |
|