SEC 13F Intelligence

Gerber Kawasaki Wealth & Investment Management / XLF

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

Does Gerber Kawasaki Wealth & Investment Management own Select Sector Spdr Tr (XLF)? Yes — 1.49M shares worth $73M (+2.34% of its 13F portfolio) as of Q1 2026, up from 1.33M shares the prior filed quarter.

Position Value
$73M
Q1 2026
Shares
1.49M
% of Portfolio
+2.34%
Quarters Held
30
currently held

Position History XLF

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $6MQ3 ’19: $7MQ4 ’19: $8MQ4 ’19Q1 ’20: $6MQ2 ’20: $964,000Q3 ’20: $1MQ4 ’20: $928,000Q4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $3MQ4 ’21: $7MQ4 ’21Q1 ’22: $14MQ2 ’22: $19MQ3 ’22: $19MQ4 ’22: $23MQ4 ’22Q1 ’23: $22MQ2 ’23: $26MQ3 ’23: $28MQ4 ’23: $33MQ4 ’23Q1 ’24: $38MQ2 ’24: $40MQ3 ’24: $45MQ4 ’24: $51MQ4 ’24Q1 ’25: $52MQ2 ’25: $56MQ3 ’25: $67MQ4 ’25: $73MQ4 ’25Q1 ’26: $73Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.49M$73M+2.34%
Q4 20251.33M$73M+2.55%
Q3 20251.25M$67M+2.31%
Q2 20251.07M$56M+2.17%
Q1 20251.04M$52M+2.32%
Q4 20241.05M$51M+2.21%
Q3 20241.00M$45M+2.09%
Q2 2024971.7K$40M+2.00%
Q1 2024902.2K$38M+2.05%
Q4 2023868.4K$33M+1.95%
Q3 2023835.4K$28M+1.89%
Q2 2023775.1K$26M+1.75%
Q1 2023680.9K$22M+1.73%
Q4 2022662.3K$23M+2.01%
Q3 2022640.6K$19M+1.81%
Q2 2022592.2K$19M+1.77%
Q1 2022367.5K$14M+1.15%
Q4 2021185.2K$7M+0.58%
Q3 202176.6K$3M+0.37%
Q2 202167.6K$2M+0.25%
Q1 202152.5K$2M+0.21%
Q4 202031.5K$928,000+0.13%
Q3 202042.2K$1M+0.22%
Q2 202041.7K$964,000+0.21%
Q1 2020276.2K$6M+1.63%
Q4 2019262.2K$8M+2.03%
Q3 2019242.6K$7M+1.95%
Q2 2019232.3K$6M+1.86%
Q1 2019208.0K$5M+1.59%
Q4 2018194.6K$5M+1.63%

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 XLF.