Gerber Kawasaki Wealth & Investment Management’s Technology Select Sector SPDR Fund XLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $88.6M | Buy |
350,042
+23,430
| +7% | +$5.93M | 3.43% | 5 |
|
|
2025
Q1 | $67.4M | Buy |
326,612
+11,211
| +4% | +$2.31M | 3.03% | 8 |
|
|
2024
Q4 | $73.3M | Buy |
315,401
+7,124
| +2% | +$1.66M | 3.19% | 8 |
|
|
2024
Q3 | $69.6M | Sell |
308,277
-81,611
| -21% | -$18.4M | 3.2% | 8 |
|
|
2024
Q2 | $88.2M | Buy |
389,888
+14,675
| +4% | +$3.32M | 4.42% | 3 |
|
|
2024
Q1 | $78.1M | Sell |
375,213
-7,165
| -2% | -$1.49M | 4.22% | 4 |
|
|
2023
Q4 | $73.6M | Buy |
382,378
+11,010
| +3% | +$2.12M | 4.4% | 3 |
|
|
2023
Q3 | $60.9M | Sell |
371,368
-251
| -0.1% | -$41.1K | 4.14% | 4 |
|
|
2023
Q2 | $64.6M | Buy |
371,619
+2,020
| +0.5% | +$351K | 4.34% | 4 |
|
|
2023
Q1 | $55.8M | Buy |
369,599
+4,702
| +1% | +$710K | 4.41% | 5 |
|
|
2022
Q4 | $45.4M | Buy |
364,897
+14,227
| +4% | +$1.77M | 4.03% | 5 |
|
|
2022
Q3 | $41.7M | Buy |
350,670
+14,828
| +4% | +$1.76M | 3.88% | 5 |
|
|
2022
Q2 | $42.7M | Buy |
335,842
+27,113
| +9% | +$3.45M | 4.05% | 4 |
|
|
2022
Q1 | $49.1M | Buy |
308,729
+9,819
| +3% | +$1.56M | 4% | 5 |
|
|
2021
Q4 | $52M | Buy |
298,910
+12,142
| +4% | +$2.11M | 4.14% | 3 |
|
|
2021
Q3 | $42.8M | Buy |
286,768
+11,337
| +4% | +$1.69M | 5.53% | 3 |
|
|
2021
Q2 | $40.7M | Buy |
275,431
+17,177
| +7% | +$2.54M | 4.16% | 3 |
|
|
2021
Q1 | $34.3M | Buy |
258,254
+1,970
| +0.8% | +$262K | 4.12% | 3 |
|
|
2020
Q4 | $33.3M | Buy |
256,284
+13,572
| +6% | +$1.76M | 4.62% | 3 |
|
|
2020
Q3 | $28.3M | Sell |
242,712
-9,227
| -4% | -$1.08M | 6.05% | 3 |
|
|
2020
Q2 | $26.3M | Buy |
251,939
+4,128
| +2% | +$431K | 5.83% | 2 |
|
|
2020
Q1 | $19.9M | Buy |
247,811
+29,645
| +14% | +$2.38M | 5.65% | 2 |
|
|
2019
Q4 | $20M | Buy |
218,166
+6,503
| +3% | +$596K | 5.04% | 6 |
|
|
2019
Q3 | $17M | Sell |
211,663
-71,403
| -25% | -$5.75M | 4.89% | 6 |
|
|
2019
Q2 | $22.1M | Buy |
283,066
+14,840
| +6% | +$1.16M | 6.43% | 1 |
|
|
2019
Q1 | $19.8M | Buy |
268,226
+11,039
| +4% | +$817K | 5.9% | 2 |
|
|
2018
Q4 | $15.9M | Buy |
257,187
+3,560
| +1% | +$221K | 5.6% | 3 |
|
|
2018
Q3 | $19.2M | Buy |
253,627
+19,759
| +8% | +$1.5M | 5.21% | 4 |
|
|
2018
Q2 | $16.4M | Buy |
233,868
+23,980
| +11% | +$1.68M | 4.91% | 4 |
|
|
2018
Q1 | $13.7M | Buy |
209,888
+17,926
| +9% | +$1.17M | 4.42% | 3 |
|
|
2017
Q4 | $12.3M | Sell |
191,962
-2,226
| -1% | -$142K | 4.24% | 6 |
|
|
2017
Q3 | $11.7M | Sell |
194,188
-14,276
| -7% | -$858K | 4.25% | 5 |
|
|
2017
Q2 | $11.6M | Buy |
208,464
+18,810
| +10% | +$1.04M | 4.38% | 5 |
|
|
2017
Q1 | $10.1M | Buy |
189,654
+32,548
| +21% | +$1.73M | 4.33% | 5 |
|
|
2016
Q4 | $7.6M | Buy |
157,106
+63,538
| +68% | +$3.07M | 4.01% | 4 |
|
|
2016
Q3 | $4.47M | Buy |
93,568
+27,952
| +43% | +$1.34M | 2.59% | 11 |
|
|
2016
Q2 | $2.85M | Buy |
65,616
+19,698
| +43% | +$854K | 1.79% | 14 |
|
|
2016
Q1 | $2.04M | Buy |
45,918
+5,017
| +12% | +$222K | 1.41% | 16 |
|
|
2015
Q4 | $1.75M | Buy |
+40,901
| New | +$1.75M | 1.19% | 21 |
|