Gerber Kawasaki Wealth & Investment Management’s Real Estate Select Sector SPDR Fund XLRE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $18M | Buy |
433,477
+8,450
| +2% | +$350K | 0.69% | 36 |
|
|
2025
Q1 | $17.8M | Buy |
425,027
+37,055
| +10% | +$1.55M | 0.8% | 32 |
|
|
2024
Q4 | $15.8M | Buy |
387,972
+20,256
| +6% | +$824K | 0.69% | 35 |
|
|
2024
Q3 | $16.4M | Buy |
367,716
+330,722
| +894% | +$14.8M | 0.76% | 33 |
|
|
2024
Q2 | $1.42M | Buy |
36,994
+19,411
| +110% | +$746K | 0.07% | 115 |
|
|
2024
Q1 | $695K | Sell |
17,583
-4,871
| -22% | -$193K | 0.04% | 150 |
|
|
2023
Q4 | $900K | Sell |
22,454
-41,424
| -65% | -$1.66M | 0.05% | 135 |
|
|
2023
Q3 | $2.18M | Sell |
63,878
-230,761
| -78% | -$7.86M | 0.15% | 90 |
|
|
2023
Q2 | $11.1M | Buy |
294,639
+22,553
| +8% | +$850K | 0.75% | 33 |
|
|
2023
Q1 | $10.2M | Buy |
272,086
+3,128
| +1% | +$117K | 0.8% | 35 |
|
|
2022
Q4 | $9.93M | Buy |
268,958
+19,152
| +8% | +$707K | 0.88% | 35 |
|
|
2022
Q3 | $9M | Buy |
249,806
+345
| +0.1% | +$12.4K | 0.84% | 37 |
|
|
2022
Q2 | $10.1M | Buy |
249,461
+9,625
| +4% | +$389K | 0.96% | 28 |
|
|
2022
Q1 | $11.6M | Buy |
239,836
+26,916
| +13% | +$1.3M | 0.95% | 30 |
|
|
2021
Q4 | $11M | Buy |
212,920
+28,763
| +16% | +$1.49M | 0.88% | 32 |
|
|
2021
Q3 | $8.2M | Buy |
+184,157
| New | +$8.2M | 1.06% | 23 |
|