Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Software & Services ETF XSW Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio XSW Stock Details XSW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-75	Closed	-$12K	–	1142
2021 Q3	$12K	Buy	+75	New	+$13K	﹤0.01%	605

Other funds holding XSW

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIG

McGuire Investment Group Wakefield, Rhode Island $1.14B AUM 79.59% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

LFAS

Level Four Advisory Services Dallas, Texas $3.05B AUM 23.96% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management sold out of State Street SPDR S&P Software & Services ETF (XSW) in Q4 2021, closing a stake of 75 shares — an estimated $12K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in XSW in Q3 2021 and held it in 1 quarter. The position peaked at $12K in Q3 2021. 100 funds tracked by Wall St. Rank hold XSW as of Q4 2021.

Gerber Kawasaki Wealth & Investment Management reported no remaining State Street SPDR S&P Software & Services ETF position as of Q4 2021 after selling out during the quarter.
Gerber Kawasaki Wealth & Investment Management sold 75 State Street SPDR S&P Software & Services ETF shares in Q4 2021, an estimated $12K.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Software & Services ETF in Q3 2021 and held it in 1 quarter.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Software & Services ETF position peaked at $12K in Q3 2021.
100 funds tracked by Wall St. Rank held State Street SPDR S&P Software & Services ETF as of Q4 2021.

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