SPDR SER TR

Ticker: SPYV CUSIP: 78464A508 Class: PRTFLO S&P500 VL

Gerber Kawasaki Wealth & Investment Management's Holding History (CIK: 0001666736)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,410,365 Value ($000) $136,933 Avg Close — Range —
Q3 2025
Shares 2,293,918 Value ($000) $126,922 Avg Close — Range —
Q2 2025
Shares 2,096,598 Value ($000) $109,736 Avg Close — Range —
Q1 2025
Shares 2,012,915 Value ($000) $102,799 Avg Close — Range —
Q4 2024
Shares 1,865,202 Value ($000) $95,386 Avg Close — Range —
Q3 2024
Shares 1,767,302 Value ($000) $93,419 Avg Close — Range —
Q2 2024
Shares 1,738,665 Value ($000) $84,742 Avg Close — Range —
Q1 2024
Shares 1,610,407 Value ($000) $80,681 Avg Close — Range —
Q4 2023
Shares 1,498,847 Value ($000) $69,891 Avg Close — Range —
Q3 2023
Shares 1,274,625 Value ($000) $52,591 Avg Close — Range —
Q2 2023
Shares 1,148,295 Value ($000) $49,606 Avg Close — Range —
Q1 2023
Shares 624,726 Value ($000) $25,439 Avg Close — Range —
Q4 2022
Shares 560,189 Value ($000) $21,786 Avg Close — Range —
Q3 2022
Shares 439,477 Value ($000) $15,157 Avg Close — Range —
Q2 2022
Shares 388,579 Value ($000) $14,109 Avg Close — Range —
Q1 2022
Shares 31,551 Value ($000) $1,317 Avg Close — Range —
Q4 2021
Shares 20,557 Value ($000) $863 Avg Close — Range —
Q3 2021
Shares 15,147 Value ($000) $590 Avg Close — Range —
Q2 2021
Shares 14,089 Value ($000) $557 Avg Close — Range —
Q1 2021
Shares 8,362 Value ($000) $316 Avg Close — Range —
Q4 2020
Shares 5,944 Value ($000) $204 Avg Close — Range —