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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Retail ETF XRT Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio XRT Stock Details XRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-251
Closed -$22K – 1141
2021
Q3 		$22K Buy
+251
New +$23.8K ﹤0.01% 491

Other funds holding XRT

Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's XRT Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P Retail ETF (XRT) in Q4 2021, closing a stake of 251 shares — an estimated $22K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in XRT in Q3 2021 and held it in 1 quarter. The position peaked at $22K in Q3 2021. 150 funds tracked by Wall St. Rank hold XRT as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P Retail ETF position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 251 State Street SPDR S&P Retail ETF shares in Q4 2021, an estimated $22K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Retail ETF in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Retail ETF position peaked at $22K in Q3 2021.
  • 150 funds tracked by Wall St. Rank held State Street SPDR S&P Retail ETF as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.