Gerber Kawasaki Wealth & Investment Management’s SPDR Portfolio S&P 500 Value ETF SPYV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $110M | Buy |
2,096,598
+83,683
| +4% | +$4.38M | 4.24% | 4 |
|
|
2025
Q1 | $103M | Buy |
2,012,915
+147,713
| +8% | +$7.54M | 4.62% | 4 |
|
|
2024
Q4 | $95.4M | Buy |
1,865,202
+97,900
| +6% | +$5.01M | 4.15% | 5 |
|
|
2024
Q3 | $93.4M | Buy |
1,767,302
+28,637
| +2% | +$1.51M | 4.3% | 4 |
|
|
2024
Q2 | $84.7M | Buy |
1,738,665
+128,258
| +8% | +$6.25M | 4.24% | 4 |
|
|
2024
Q1 | $80.7M | Buy |
1,610,407
+111,560
| +7% | +$5.59M | 4.36% | 3 |
|
|
2023
Q4 | $69.9M | Buy |
1,498,847
+224,222
| +18% | +$10.5M | 4.18% | 4 |
|
|
2023
Q3 | $52.6M | Buy |
1,274,625
+126,330
| +11% | +$5.21M | 3.58% | 7 |
|
|
2023
Q2 | $49.6M | Buy |
1,148,295
+523,569
| +84% | +$22.6M | 3.33% | 7 |
|
|
2023
Q1 | $25.4M | Buy |
624,726
+64,537
| +12% | +$2.63M | 2.01% | 14 |
|
|
2022
Q4 | $21.8M | Buy |
560,189
+120,712
| +27% | +$4.69M | 1.93% | 14 |
|
|
2022
Q3 | $15.2M | Buy |
439,477
+50,898
| +13% | +$1.76M | 1.41% | 20 |
|
|
2022
Q2 | $14.1M | Buy |
388,579
+357,028
| +1,132% | +$13M | 1.34% | 20 |
|
|
2022
Q1 | $1.32M | Buy |
31,551
+10,994
| +53% | +$459K | 0.11% | 96 |
|
|
2021
Q4 | $863K | Buy |
20,557
+5,410
| +36% | +$227K | 0.07% | 123 |
|
|
2021
Q3 | $590K | Buy |
15,147
+1,058
| +8% | +$41.2K | 0.08% | 97 |
|
|
2021
Q2 | $557K | Buy |
14,089
+5,727
| +68% | +$226K | 0.06% | 140 |
|
|
2021
Q1 | $316K | Buy |
8,362
+2,418
| +41% | +$91.4K | 0.04% | 165 |
|
|
2020
Q4 | $204K | Buy |
+5,944
| New | +$204K | 0.03% | 169 |
|