Utilities SPDR shares owned by Gerber Kawasaki Wealth & Investment Management
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by Gerber Kawasaki Wealth & Investment Management
from 13F filings
Historical chart of Gerber Kawasaki Wealth & Investment Management investment in Utilities SPDR
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Quarterly reported holdings in Utilities SPDR by Gerber Kawasaki Wealth & Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $316k | 4.6k | 68.15 |
| 2024-03-31 | $139k | 2.1k | 65.67 |
| 2023-09-30 | $424k | 7.2k | 58.93 |
| 2023-06-30 | $538k | 8.2k | 65.44 |
| 2023-03-31 | $601k | 8.9k | 67.70 |
| 2022-12-31 | $624k | 8.8k | 70.50 |
| 2022-09-30 | $576k | 8.8k | 65.44 |
| 2022-06-30 | $472k | 6.7k | 70.11 |
| 2022-03-31 | $417k | 5.6k | 74.42 |
| 2021-12-31 | $210k | 2.9k | 71.50 |
| 2021-09-30 | $148k | 2.3k | 63.52 |
More positions owned by Gerber Kawasaki Wealth & Investment Management
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