Gerber Kawasaki Wealth & Investment Management’s SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $378K | Buy |
5,045
+816
| +19% | +$61.1K | 0.01% | 228 |
|
2025
Q1 | $288K | Buy |
4,229
+14
| +0.3% | +$952 | 0.01% | 250 |
|
2024
Q4 | $301K | Buy |
4,215
+9
| +0.2% | +$643 | 0.01% | 233 |
|
2024
Q3 | $295K | Buy |
4,206
+13
| +0.3% | +$911 | 0.01% | 238 |
|
2024
Q2 | $278K | Buy |
4,193
+14
| +0.3% | +$929 | 0.01% | 233 |
|
2024
Q1 | $268K | Buy |
4,179
+13
| +0.3% | +$834 | 0.01% | 235 |
|
2023
Q4 | $244K | Buy |
4,166
+16
| +0.4% | +$935 | 0.01% | 228 |
|
2023
Q3 | $218K | Buy |
4,150
+155
| +4% | +$8.14K | 0.01% | 233 |
|
2023
Q2 | $217K | Buy |
+3,995
| New | +$217K | 0.01% | 233 |
|