Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $25.4M | Buy |
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|
2025
Q2 | $22.9M | Buy |
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|
2025
Q1 | $20.4M | Buy |
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|
2024
Q4 | $20.4M | Buy |
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|
2024
Q3 | $19.2M | Buy |
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|
2024
Q2 | $16.8M | Buy |
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|
2024
Q1 | $15.1M | Buy |
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|
2023
Q4 | $12.2M | Buy |
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|
2023
Q3 | $8.58M | Buy |
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|
2023
Q2 | $6.9M | Buy |
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|
2023
Q1 | $5.22M | Buy |
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|
2022
Q4 | $4.75M | Buy |
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|
2022
Q3 | $3.53M | Buy |
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|
2022
Q2 | $2.96M | Buy |
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|
2022
Q1 | $591K | Buy |
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|
2021
Q4 | $458K | Buy |
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|
2021
Q3 | $361K | Sell |
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|
2021
Q2 | $487K | Buy |
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|
2021
Q1 | $310K | Buy |
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