Gerber Kawasaki Wealth & Investment Management’s SPDR Portfolio Short Term Treasury ETF SPTS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.5M | Buy |
665,709
+8,895
| +1% | +$261K | 0.75% | 34 |
|
|
2025
Q1 | $19.2M | Buy |
656,814
+71,398
| +12% | +$2.09M | 0.86% | 29 |
|
|
2024
Q4 | $17M | Buy |
585,416
+16,381
| +3% | +$475K | 0.74% | 32 |
|
|
2024
Q3 | $16.7M | Buy |
569,035
+74,763
| +15% | +$2.2M | 0.77% | 32 |
|
|
2024
Q2 | $14.3M | Buy |
494,272
+76,154
| +18% | +$2.2M | 0.71% | 34 |
|
|
2024
Q1 | $12.1M | Buy |
418,118
+82,901
| +25% | +$2.4M | 0.65% | 40 |
|
|
2023
Q4 | $9.74M | Buy |
335,217
+49,237
| +17% | +$1.43M | 0.58% | 44 |
|
|
2023
Q3 | $8.21M | Buy |
285,980
+56,651
| +25% | +$1.63M | 0.56% | 45 |
|
|
2023
Q2 | $6.6M | Buy |
229,329
+60,946
| +36% | +$1.75M | 0.44% | 50 |
|
|
2023
Q1 | $4.92M | Buy |
168,383
+9,677
| +6% | +$283K | 0.39% | 56 |
|
|
2022
Q4 | $4.59M | Buy |
158,706
+60,150
| +61% | +$1.74M | 0.41% | 58 |
|
|
2022
Q3 | $2.85M | Buy |
98,556
+27,150
| +38% | +$785K | 0.27% | 74 |
|
|
2022
Q2 | $2.1M | Buy |
71,406
+54,348
| +319% | +$1.6M | 0.2% | 82 |
|
|
2022
Q1 | $505K | Sell |
17,058
-4,378
| -20% | -$130K | 0.04% | 157 |
|
|
2021
Q4 | $652K | Sell |
21,436
-1,864
| -8% | -$56.7K | 0.05% | 143 |
|
|
2021
Q3 | $713K | Sell |
23,300
-3,922
| -14% | -$120K | 0.09% | 82 |
|
|
2021
Q2 | $834K | Buy |
27,222
+3,871
| +17% | +$119K | 0.09% | 111 |
|
|
2021
Q1 | $715K | Buy |
23,351
+10,746
| +85% | +$329K | 0.09% | 110 |
|
|
2020
Q4 | $387K | Buy |
+12,605
| New | +$387K | 0.05% | 126 |
|