Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio Aggregate Bond ETF SPAB Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.05M	Sell	314,145 -76,524	-20%	-$1.97M	0.26%	62
2025 Q4	$10.1M	Buy	390,669 +3,915	+1%	+$101K	0.35%	55
2025 Q3	$10M	Buy	386,754 +1,410	+0.4%	+$36.1K	0.34%	55
2025 Q2	$9.86M	Sell	385,344 -20,049	-5%	-$507K	0.38%	54
2025 Q1	$10.4M	Sell	405,393 -31,560	-7%	-$796K	0.47%	49
2024 Q4	$10.9M	Buy	436,953 +19,639	+5%	+$499K	0.47%	49
2024 Q3	$10.9M	Buy	417,314 +18,635	+5%	+$480K	0.5%	49
2024 Q2	$10M	Sell	398,679 -2,126,302	-84%	-$53M	0.5%	48
2024 Q1	$63.8M	Buy	2,524,981 +368,520	+17%	+$9.32M	3.45%	5
2023 Q4	$55.3M	Buy	2,156,461 +207,666	+11%	+$5.11M	3.31%	7
2023 Q3	$47.4M	Buy	1,948,795 +269,533	+16%	+$6.72M	3.23%	8
2023 Q2	$42.6M	Buy	1,679,262 +615,816	+58%	+$15.8M	2.86%	8
2023 Q1	$27.4M	Buy	1,063,446 +49,358	+5%	+$1.26M	2.17%	10
2022 Q4	$25.5M	Buy	1,014,088 +900,076	+789%	+$22.5M	2.26%	9
2022 Q3	$2.84M	Buy	114,012 +29,861	+35%	+$783K	0.27%	75
2022 Q2	$2.22M	Buy	84,151 +68,600	+441%	+$1.83M	0.21%	78
2022 Q1	$432K	Buy	15,551 +2,490	+19%	+$71.1K	0.04%	170
2021 Q4	$386K	Sell	13,061 -1,122	-8%	-$33.4K	0.03%	183
2021 Q3	$422K	Sell	14,183 -2,688	-16%	-$81K	0.05%	114
2021 Q2	$506K	Sell	16,871 -2,826	-14%	-$84.3K	0.05%	147
2021 Q1	$584K	Sell	19,697 -5,452	-22%	-$164K	0.07%	125
2020 Q4	$774K	Buy	25,149 +17,402	+225%	+$534K	0.11%	88
2020 Q3	$238K	Buy	+7,747	New	+$240K	0.05%	109

Other funds holding SPAB

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Gerber Kawasaki Wealth & Investment Management's SPAB Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio Aggregate Bond ETF (SPAB) stake by 20% in Q1 2026, selling an estimated $1.97M and leaving 314,145 shares worth $8.05M. The position accounts for 0.26% of the portfolio, ranked #62.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPAB in Q3 2020 and has held it in 23 quarters since. The position peaked at $63.8M in Q1 2024. 544 funds tracked by Wall St. Rank hold SPAB as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 314,145 shares of State Street SPDR Portfolio Aggregate Bond ETF worth $8.05M as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management sold 76,524 State Street SPDR Portfolio Aggregate Bond ETF shares in Q1 2026, an estimated $1.97M.
State Street SPDR Portfolio Aggregate Bond ETF made up 0.26% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #62 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio Aggregate Bond ETF in Q3 2020 and has held it in 23 quarters since.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio Aggregate Bond ETF position peaked at $63.8M in Q1 2024.
544 funds tracked by Wall St. Rank held State Street SPDR Portfolio Aggregate Bond ETF as of Q1 2026.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q1 2026, filed 7 May 2026.