Gerber Kawasaki Wealth & Investment Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $88.1M | Buy |
1,643,386
+157,363
| +11% | +$8.18M | 2.35% | 11 |
|
|
2026
Q1 | $73.4M | Buy |
1,486,023
+152,440
| +11% | +$7.94M | 2.34% | 11 |
|
|
2025
Q4 | $73M | Buy |
1,333,583
+82,516
| +7% | +$4.4M | 2.55% | 10 |
|
|
2025
Q3 | $67.4M | Buy |
1,251,067
+177,671
| +17% | +$9.41M | 2.31% | 11 |
|
|
2025
Q2 | $56.2M | Buy |
1,073,396
+37,039
| +4% | +$1.83M | 2.17% | 12 |
|
|
2025
Q1 | $51.6M | Sell |
1,036,357
-16,565
| -2% | -$831K | 2.32% | 11 |
|
|
2024
Q4 | $50.9M | Buy |
1,052,922
+49,016
| +5% | +$2.37M | 2.21% | 13 |
|
|
2024
Q3 | $45.5M | Buy |
1,003,906
+32,254
| +3% | +$1.41M | 2.09% | 14 |
|
|
2024
Q2 | $39.9M | Buy |
971,652
+69,481
| +8% | +$2.86M | 2% | 15 |
|
|
2024
Q1 | $38M | Buy |
902,171
+33,772
| +4% | +$1.33M | 2.05% | 14 |
|
|
2023
Q4 | $32.7M | Buy |
868,399
+33,002
| +4% | +$1.14M | 1.95% | 14 |
|
|
2023
Q3 | $27.7M | Buy |
835,397
+60,296
| +8% | +$2.08M | 1.89% | 15 |
|
|
2023
Q2 | $26.1M | Buy |
775,101
+94,197
| +14% | +$3.07M | 1.75% | 15 |
|
|
2023
Q1 | $21.9M | Buy |
680,904
+18,635
| +3% | +$648K | 1.73% | 15 |
|
|
2022
Q4 | $22.6M | Buy |
662,269
+21,661
| +3% | +$733K | 2.01% | 12 |
|
|
2022
Q3 | $19.4M | Buy |
640,608
+48,372
| +8% | +$1.6M | 1.81% | 14 |
|
|
2022
Q2 | $18.6M | Buy |
592,236
+224,768
| +61% | +$7.77M | 1.77% | 16 |
|
|
2022
Q1 | $14.1M | Buy |
367,468
+182,259
| +98% | +$7.12M | 1.15% | 24 |
|
|
2021
Q4 | $7.23M | Buy |
185,209
+108,655
| +142% | +$4.27M | 0.58% | 37 |
|
|
2021
Q3 | $2.87M | Buy |
76,554
+8,935
| +13% | +$334K | 0.37% | 47 |
|
|
2021
Q2 | $2.48M | Buy |
67,619
+15,098
| +29% | +$552K | 0.25% | 69 |
|
|
2021
Q1 | $1.79M | Buy |
52,521
+21,014
| +67% | +$675K | 0.22% | 72 |
|
|
2020
Q4 | $928K | Sell |
31,507
-10,657
| -25% | -$285K | 0.13% | 78 |
|
|
2020
Q3 | $1.01M | Buy |
42,164
+485
| +1% | +$11.8K | 0.22% | 57 |
|
|
2020
Q2 | $964K | Sell |
41,679
-234,547
| -85% | -$5.33M | 0.21% | 66 |
|
|
2020
Q1 | $5.75M | Buy |
276,226
+14,038
| +5% | +$386K | 1.63% | 21 |
|
|
2019
Q4 | $8.07M | Buy |
262,188
+19,572
| +8% | +$574K | 2.03% | 14 |
|
|
2019
Q3 | $6.79M | Buy |
242,616
+10,352
| +4% | +$286K | 1.95% | 17 |
|
|
2019
Q2 | $6.41M | Buy |
232,264
+24,298
| +12% | +$658K | 1.86% | 18 |
|
|
2019
Q1 | $5.35M | Buy |
207,966
+13,333
| +7% | +$344K | 1.59% | 21 |
|
|
2018
Q4 | $4.64M | Sell |
194,633
-23,728
| -11% | -$616K | 1.63% | 21 |
|
|
2018
Q3 | $6.05M | Sell |
218,361
-978
| -0.4% | -$27.4K | 1.64% | 21 |
|
|
2018
Q2 | $5.86M | Buy |
219,339
+101,312
| +86% | +$2.79M | 1.75% | 19 |
|
|
2018
Q1 | $3.25M | Buy |
118,027
+55,661
| +89% | +$1.6M | 1.05% | 28 |
|
|
2017
Q4 | $1.74M | Buy |
62,366
+1,364
| +2% | +$36.7K | 0.6% | 40 |
|
|
2017
Q3 | $1.6M | Sell |
61,002
-3,457
| -5% | -$86.3K | 0.58% | 43 |
|
|
2017
Q2 | $1.61M | Sell |
64,459
-22,024
| -25% | -$523K | 0.61% | 41 |
|
|
2017
Q1 | $2.03M | Buy |
86,483
+11,314
| +15% | +$271K | 0.87% | 31 |
|
|
2016
Q4 | $1.75M | Buy |
75,169
+28,659
| +62% | +$615K | 0.92% | 34 |
|
|
2016
Q3 | $897K | Sell |
46,510
-10,062
| -18% | -$208K | 0.52% | 41 |
|
|
2016
Q2 | $1.14M | Sell |
56,572
-8,808
| -13% | -$178K | 0.72% | 32 |
|
|
2016
Q1 | $1.29M | Sell |
65,380
-43,680
| -40% | -$832K | 0.89% | 21 |
|
|
2015
Q4 | $2.28M | Buy |
+109,060
| New | +$2.3M | 1.54% | 14 |
|
Other funds holding XLF
WA
JSAM
Gerber Kawasaki Wealth & Investment Management's XLF Position: Q2 2026 in Review
Gerber Kawasaki Wealth & Investment Management increased its State Street Financial Select Sector SPDR ETF (XLF) stake by 11% in Q2 2026, buying an estimated $8.18M and bringing the position to 1,643,386 shares worth $88.1M. The position accounts for 2.35% of the portfolio, ranked #11.
Gerber Kawasaki Wealth & Investment Management first reported a position in XLF in Q4 2015 and has held it in 43 quarters since. 1,249 funds tracked by Wall St. Rank hold XLF as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management held 1,643,386 shares of State Street Financial Select Sector SPDR ETF worth $88.1M as of Q2 2026.
- Gerber Kawasaki Wealth & Investment Management bought 157,363 State Street Financial Select Sector SPDR ETF shares in Q2 2026, an estimated $8.18M.
- State Street Financial Select Sector SPDR ETF made up 2.35% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #11 holding.
- Gerber Kawasaki Wealth & Investment Management first reported a position in State Street Financial Select Sector SPDR ETF in Q4 2015 and has held it in 43 quarters since.
- 1,249 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q2 2026.
Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.