Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P Dividend ETF SDY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SDY Stock Details SDY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$430K	Sell	2,825 -22	-0.8%	-$3.28K	0.01%	258
2026 Q1	$416K	Buy	2,847 +5	+0.2%	+$745	0.01%	242
2025 Q4	$396K	Sell	2,842 -188	-6%	-$26.2K	0.01%	249
2025 Q3	$424K	Sell	3,030 -1,697	-36%	-$237K	0.01%	234
2025 Q2	$642K	Sell	4,727 -256	-5%	-$33.9K	0.02%	180
2025 Q1	$676K	Buy	4,983 +1,167	+31%	+$157K	0.03%	164
2024 Q4	$504K	Buy	3,816 +20	+0.5%	+$2.79K	0.02%	182
2024 Q3	$539K	Buy	3,796 +21	+0.6%	+$2.84K	0.02%	178
2024 Q2	$480K	Sell	3,775 -1,048	-22%	-$135K	0.02%	176
2024 Q1	$633K	Sell	4,823 -1,901	-28%	-$238K	0.03%	157
2023 Q4	$840K	Sell	6,724 -3,285	-33%	-$386K	0.05%	138
2023 Q3	$1.15M	Sell	10,009 -246	-2%	-$30K	0.08%	123
2023 Q2	$1.26M	Sell	10,255 -296	-3%	-$36.2K	0.08%	116
2023 Q1	$1.31M	Buy	10,551 +1,084	+11%	+$136K	0.1%	110
2022 Q4	$1.18M	Buy	9,467 +1,423	+18%	+$176K	0.11%	112
2022 Q3	$896K	Buy	8,044 +4,945	+160%	+$609K	0.08%	118
2022 Q2	$367K	Buy	3,099 +1,035	+50%	+$129K	0.03%	169
2022 Q1	$264K	Buy	2,064 +481	+30%	+$60.8K	0.02%	218
2021 Q4	$204K	Buy	1,583 +217	+16%	+$27K	0.02%	261
2021 Q3	$160K	Buy	+1,366	New	+$167K	0.02%	197
2018 Q1	–	Sell	-2,257	Closed	-$213K	–	124
2017 Q4	$213K	Buy	+2,257	New	+$211K	0.07%	105
2017 Q2	–	Sell	-2,695	Closed	-$236K	–	130
2017 Q1	$236K	Sell	2,695 -300	-10%	-$26.2K	0.1%	106
2016 Q4	$256K	Buy	+2,995	New	+$252K	0.14%	85

Other funds holding SDY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JIC

Joel Isaacson & Co New York $3.45B AUM 27.72% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR S&P Dividend ETF (SDY) stake by 0.77% in Q2 2026, selling an estimated $3.28K and leaving 2,825 shares worth $430K. The position accounts for 0.01% of the portfolio, ranked #258.

Gerber Kawasaki Wealth & Investment Management first reported a position in SDY in Q4 2016 and has held it in 23 quarters since. The position peaked at $1.31M in Q1 2023. 1,033 funds tracked by Wall St. Rank hold SDY as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 2,825 shares of State Street SPDR S&P Dividend ETF worth $430K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 22 State Street SPDR S&P Dividend ETF shares in Q2 2026, an estimated $3.28K.
State Street SPDR S&P Dividend ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #258 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P Dividend ETF in Q4 2016 and has held it in 23 quarters since.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR S&P Dividend ETF position peaked at $1.31M in Q1 2023.
1,033 funds tracked by Wall St. Rank held State Street SPDR S&P Dividend ETF as of Q2 2026.

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