GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P 500 ESG ETF EFIV Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio EFIV Stock Details EFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.5M Buy
20,603
+603
+3% +$42.4K 0.04% 145
2026
Q1 		$1.26M Buy
20,000
+3,376
+20% +$223K 0.04% 150
2025
Q4 		$1.1M Buy
+16,624
New +$1.08M 0.04% 153

Other funds holding EFIV

BOI
Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return
TF
Tompkins Financial Ithaca, New York $1.43B AUM 24.87% 1-Year Est. Return
KOC
Koss-Olinger Consulting Gainesville, Florida $1.3B AUM 18.84% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SWA
SOA Wealth Advisors New York $595M AUM 25.98% 1-Year Est. Return
LWP
Laurel Wealth Planning Edina, Minnesota $226M AUM 20.18% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's EFIV Position: Q2 2026 in Review

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR S&P 500 ESG ETF (EFIV) stake by 3% in Q2 2026, buying an estimated $42.4K and bringing the position to 20,603 shares worth $1.5M. The position accounts for 0.04% of the portfolio, ranked #145.

Gerber Kawasaki Wealth & Investment Management first reported a position in EFIV in Q4 2025 and has held it in 3 quarters since. 87 funds tracked by Wall St. Rank hold EFIV as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 20,603 shares of State Street SPDR S&P 500 ESG ETF worth $1.5M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 603 State Street SPDR S&P 500 ESG ETF shares in Q2 2026, an estimated $42.4K.
  • State Street SPDR S&P 500 ESG ETF made up 0.04% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #145 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P 500 ESG ETF in Q4 2025 and has held it in 3 quarters since.
  • 87 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ESG ETF as of Q2 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.