GKWIM
Gerber Kawasaki Wealth & Investment Management’s SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.1M | Sell |
635,762
-88,595
| -12% | -$3.77M | 1.05% | 26 |
|
|
2025
Q1 | $29.5M | Buy |
724,357
+49,395
| +7% | +$2.01M | 1.33% | 23 |
|
|
2024
Q4 | $30.3M | Buy |
674,962
+38,732
| +6% | +$1.74M | 1.32% | 22 |
|
|
2024
Q3 | $29M | Buy |
636,230
+50,167
| +9% | +$2.28M | 1.33% | 21 |
|
|
2024
Q2 | $24.3M | Buy |
586,063
+53,450
| +10% | +$2.22M | 1.22% | 25 |
|
|
2024
Q1 | $22.9M | Buy |
532,613
+76,339
| +17% | +$3.29M | 1.24% | 24 |
|
|
2023
Q4 | $19.2M | Buy |
456,274
+61,377
| +16% | +$2.59M | 1.15% | 25 |
|
|
2023
Q3 | $14.6M | Buy |
394,897
+80,778
| +26% | +$2.98M | 0.99% | 29 |
|
|
2023
Q2 | $12.2M | Buy |
+314,119
| New | +$12.2M | 0.82% | 31 |
|