GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street Communication Services Select Sector SPDR ETF XLC Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio XLC Stock Details XLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$33.9M Buy
305,213
+7,907
+3% +$915K 1.08% 27
2025
Q4 		$35M Buy
297,306
+12,029
+4% +$1.38M 1.22% 22
2025
Q3 		$33.8M Sell
285,277
-53,216
-16% -$5.92M 1.16% 23
2025
Q2 		$36.7M Buy
338,493
+17,861
+6% +$1.76M 1.42% 21
2025
Q1 		$30.9M Sell
320,632
-8,021
-2% -$801K 1.39% 21
2024
Q4 		$31.8M Buy
328,653
+12,606
+4% +$1.2M 1.38% 20
2024
Q3 		$28.6M Buy
316,047
+12,145
+4% +$1.05M 1.31% 22
2024
Q2 		$26M Buy
303,902
+20,937
+7% +$1.73M 1.3% 22
2024
Q1 		$23.1M Buy
282,965
+8,845
+3% +$689K 1.25% 23
2023
Q4 		$19.9M Buy
274,120
+19,238
+8% +$1.32M 1.19% 23
2023
Q3 		$16.7M Buy
254,882
+5,138
+2% +$343K 1.14% 24
2023
Q2 		$16.3M Buy
249,744
+1,564
+0.6% +$95.3K 1.09% 25
2023
Q1 		$14.4M Buy
248,180
+3,250
+1% +$177K 1.14% 24
2022
Q4 		$11.8M Buy
244,930
+9,805
+4% +$480K 1.04% 31
2022
Q3 		$11.3M Buy
235,125
+6,173
+3% +$340K 1.05% 29
2022
Q2 		$12.4M Sell
228,952
-43,751
-16% -$2.63M 1.18% 23
2022
Q1 		$18.8M Buy
272,703
+23,021
+9% +$1.62M 1.53% 20
2021
Q4 		$19.4M Buy
249,682
+20,169
+9% +$1.59M 1.54% 19
2021
Q3 		$18.4M Buy
229,513
+20,441
+10% +$1.69M 2.38% 12
2021
Q2 		$16.9M Buy
209,072
+26,481
+15% +$2.06M 1.73% 19
2021
Q1 		$13.4M Buy
182,591
+5,896
+3% +$419K 1.61% 21
2020
Q4 		$11.9M Buy
176,695
+14,563
+9% +$927K 1.65% 19
2020
Q3 		$9.63M Buy
162,132
+11,975
+8% +$709K 2.06% 13
2020
Q2 		$8.11M Buy
150,157
+11,219
+8% +$576K 1.8% 16
2020
Q1 		$6.15M Buy
+138,938
New +$7.19M 1.74% 17

Other funds holding XLC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XLC Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its State Street Communication Services Select Sector SPDR ETF (XLC) stake by 2.7% in Q1 2026, buying an estimated $915K and bringing the position to 305,213 shares worth $33.9M. The position accounts for 1.08% of the portfolio, ranked #27.

Gerber Kawasaki Wealth & Investment Management first reported a position in XLC in Q1 2020 and has held it in 25 quarters since. The position peaked at $36.7M in Q2 2025. 1,183 funds tracked by Wall St. Rank hold XLC as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 305,213 shares of State Street Communication Services Select Sector SPDR ETF worth $33.9M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 7,907 State Street Communication Services Select Sector SPDR ETF shares in Q1 2026, an estimated $915K.
  • State Street Communication Services Select Sector SPDR ETF made up 1.08% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #27 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Communication Services Select Sector SPDR ETF in Q1 2020 and has held it in 25 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street Communication Services Select Sector SPDR ETF position peaked at $36.7M in Q2 2025.
  • 1,183 funds tracked by Wall St. Rank held State Street Communication Services Select Sector SPDR ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.