Gerber Kawasaki Wealth & Investment Management’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $63.1M | Buy |
578,818
+28,947
| +5% | +$3.38M | 2.01% | 12 |
|
|
2025
Q4 | $65.7M | Buy |
549,871
+15,439
| +3% | +$1.83M | 2.29% | 11 |
|
|
2025
Q3 | $64M | Buy |
534,432
+14,678
| +3% | +$1.68M | 2.2% | 13 |
|
|
2025
Q2 | $56.5M | Buy |
519,754
+37,170
| +8% | +$3.8M | 2.18% | 11 |
|
|
2025
Q1 | $47.6M | Sell |
482,584
-6,486
| -1% | -$703K | 2.14% | 14 |
|
|
2024
Q4 | $54.9M | Buy |
489,070
+12,158
| +3% | +$1.3M | 2.39% | 10 |
|
|
2024
Q3 | $47.8M | Sell |
476,912
-12,456
| -3% | -$1.16M | 2.2% | 13 |
|
|
2024
Q2 | $44.6M | Buy |
489,368
+33,566
| +7% | +$2.98M | 2.23% | 13 |
|
|
2024
Q1 | $41.9M | Buy |
455,802
+27,606
| +6% | +$2.46M | 2.26% | 12 |
|
|
2023
Q4 | $38.3M | Buy |
428,196
+19,726
| +5% | +$1.63M | 2.29% | 13 |
|
|
2023
Q3 | $32.9M | Buy |
408,470
+23,190
| +6% | +$1.96M | 2.24% | 12 |
|
|
2023
Q2 | $32.7M | Buy |
385,280
+39,728
| +11% | +$3.04M | 2.2% | 11 |
|
|
2023
Q1 | $25.8M | Buy |
345,552
+12,458
| +4% | +$893K | 2.04% | 11 |
|
|
2022
Q4 | $21.5M | Buy |
333,094
+17,028
| +5% | +$1.19M | 1.91% | 15 |
|
|
2022
Q3 | $22.5M | Buy |
316,066
+20,510
| +7% | +$1.6M | 2.1% | 10 |
|
|
2022
Q2 | $20.3M | Buy |
295,556
+151,184
| +105% | +$11.9M | 1.93% | 13 |
|
|
2022
Q1 | $11.7M | Buy |
144,372
+27,464
| +23% | +$2.52M | 0.96% | 29 |
|
|
2021
Q4 | $11.9M | Buy |
116,908
+6,156
| +6% | +$613K | 0.95% | 29 |
|
|
2021
Q3 | $9.94M | Buy |
110,752
+4,610
| +4% | +$419K | 1.28% | 20 |
|
|
2021
Q2 | $9.47M | Buy |
106,142
+7,922
| +8% | +$690K | 0.97% | 31 |
|
|
2021
Q1 | $8.25M | Buy |
98,220
+12,236
| +14% | +$1.02M | 0.99% | 31 |
|
|
2020
Q4 | $6.91M | Buy |
85,984
+2,422
| +3% | +$187K | 0.96% | 31 |
|
|
2020
Q3 | $6.14M | Buy |
83,562
+424
| +0.5% | +$30K | 1.31% | 24 |
|
|
2020
Q2 | $5.31M | Sell |
83,138
-11,386
| -12% | -$671K | 1.18% | 29 |
|
|
2020
Q1 | $4.63M | Sell |
94,524
-10,136
| -10% | -$598K | 1.31% | 26 |
|
|
2019
Q4 | $6.56M | Buy |
104,660
+1,000
| +1% | +$60.8K | 1.66% | 19 |
|
|
2019
Q3 | $6.25M | Sell |
103,660
-1,078
| -1% | -$65K | 1.79% | 19 |
|
|
2019
Q2 | $6.24M | Sell |
104,738
-1,822
| -2% | -$107K | 1.82% | 19 |
|
|
2019
Q1 | $6.07M | Sell |
106,560
-7,176
| -6% | -$389K | 1.8% | 20 |
|
|
2018
Q4 | $5.63M | Sell |
113,736
-646
| -0.6% | -$34.2K | 1.98% | 18 |
|
|
2018
Q3 | $6.68M | Buy |
114,382
+9,512
| +9% | +$542K | 1.82% | 18 |
|
|
2018
Q2 | $5.74M | Buy |
104,870
+20,604
| +24% | +$1.09M | 1.72% | 20 |
|
|
2018
Q1 | $4.27M | Sell |
84,266
-2,328
| -3% | -$121K | 1.38% | 22 |
|
|
2017
Q4 | $4.27M | Sell |
86,594
-17,394
| -17% | -$818K | 1.48% | 23 |
|
|
2017
Q3 | $4.75M | Sell |
103,988
-10,428
| -9% | -$469K | 1.73% | 19 |
|
|
2017
Q2 | $5.11M | Buy |
114,416
+2,510
| +2% | +$112K | 1.94% | 17 |
|
|
2017
Q1 | $4.88M | Buy |
111,906
+2,094
| +2% | +$89.7K | 2.1% | 16 |
|
|
2016
Q4 | $4.47M | Buy |
109,812
+286
| +0.3% | +$11.6K | 2.36% | 14 |
|
|
2016
Q3 | $4.38M | Buy |
109,526
+7,582
| +7% | +$305K | 2.54% | 12 |
|
|
2016
Q2 | $3.98M | Buy |
101,944
+5,834
| +6% | +$230K | 2.51% | 12 |
|
|
2016
Q1 | $3.8M | Buy |
96,110
+7,434
| +8% | +$277K | 2.62% | 10 |
|
|
2015
Q4 | $3.46M | Buy |
+88,676
| New | +$3.52M | 2.35% | 12 |
|
Other funds holding XLY
