SEC 13F Intelligence

Gerber Kawasaki Wealth & Investment Management / XLC

Gerber Kawasaki Wealth & Investment Management’s Select Sector Spdr Tr Position

Does Gerber Kawasaki Wealth & Investment Management own Select Sector Spdr Tr (XLC)? Yes305.2K shares worth $34M (+1.08% of its 13F portfolio) as of Q1 2026, up from 297.3K shares the prior filed quarter.

Position Value
$34M
Q1 2026
Shares
305.2K
% of Portfolio
+1.08%
Quarters Held
25
currently held

Position History XLC

Reported value by quarter
Q1 ’20: $6MQ1 ’20Q2 ’20: $8MQ3 ’20: $10MQ4 ’20: $12MQ1 ’21: $13MQ1 ’21Q2 ’21: $17MQ3 ’21: $18MQ4 ’21: $19MQ1 ’22: $19MQ1 ’22Q2 ’22: $12MQ3 ’22: $11MQ4 ’22: $12MQ1 ’23: $14MQ1 ’23Q2 ’23: $16MQ3 ’23: $17MQ4 ’23: $20MQ1 ’24: $23MQ1 ’24Q2 ’24: $26MQ3 ’24: $29MQ4 ’24: $32MQ1 ’25: $31MQ1 ’25Q2 ’25: $37MQ3 ’25: $34MQ4 ’25: $35MQ1 ’26: $34MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026305.2K$34M+1.08%
Q4 2025297.3K$35M+1.22%
Q3 2025285.3K$34M+1.16%
Q2 2025338.5K$37M+1.42%
Q1 2025320.6K$31M+1.39%
Q4 2024328.7K$32M+1.38%
Q3 2024316.0K$29M+1.31%
Q2 2024303.9K$26M+1.30%
Q1 2024283.0K$23M+1.25%
Q4 2023274.1K$20M+1.19%
Q3 2023254.9K$17M+1.14%
Q2 2023249.7K$16M+1.09%
Q1 2023248.2K$14M+1.14%
Q4 2022244.9K$12M+1.04%
Q3 2022235.1K$11M+1.05%
Q2 2022229.0K$12M+1.18%
Q1 2022272.7K$19M+1.53%
Q4 2021249.7K$19M+1.54%
Q3 2021229.5K$18M+2.38%
Q2 2021209.1K$17M+1.73%
Q1 2021182.6K$13M+1.61%
Q4 2020176.7K$12M+1.65%
Q3 2020162.1K$10M+2.06%
Q2 2020150.2K$8M+1.80%
Q1 2020138.9K$6M+1.74%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gerber Kawasaki Wealth & Investment Management’s full portfolio or all institutional holders of XLC.