Gerber Kawasaki Wealth & Investment Management SPYV Holdings History
Gerber Kawasaki Wealth & Investment Management's SPDR Portfolio S&P 500 Value ETF Holding Summary
As of 2025-03-31, Gerber Kawasaki Wealth & Investment Management held 2.01 Mil shares of SPDR Portfolio S&P 500 Value ETF(SPYV), totaling $102.80 Mil. This investment constitutes 4.62% of their stock portfolio, and Gerber Kawasaki Wealth & Investment Management now holds 0.4% of the outstanding SPDR Portfolio S&P 500 Value ETF(SPYV) stock.
The initial trade took place in 2020Q4. And since then Gerber Kawasaki Wealth & Investment Management has made 18 purchases of SPYV, at an average price of $43.22, for a total of 2.01 Mil shares. Based on historical transaction data and SPYV's current price of $53.60, Gerber Kawasaki Wealth & Investment Management's estimated gain on his SPYV holdings is $20.89 Mil, reflecting a 24.01% gain to date.
Gerber Kawasaki Wealth & Investment Management SPYV ($53.60) Holding Chart
Gerber Kawasaki Wealth & Investment Management SPYV ($53.60) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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