GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio Corporate Bond ETF SPBO Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPBO Stock Details SPBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$44M Buy
1,513,411
+1,309,658
+643% +$38.4M 1.4% 18
2025
Q4 		$5.98M Sell
203,753
-1,060,118
-84% -$31.3M 0.21% 75
2025
Q3 		$37.4M Sell
1,263,871
-77,032
-6% -$2.26M 1.29% 21
2025
Q2 		$39.2M Buy
1,340,903
+14,307
+1% +$410K 1.51% 19
2025
Q1 		$38.5M Buy
1,326,596
+126,502
+11% +$3.65M 1.73% 17
2024
Q4 		$34.4M Buy
1,200,094
+81,791
+7% +$2.39M 1.49% 18
2024
Q3 		$33.6M Buy
1,118,303
+147,028
+15% +$4.34M 1.55% 17
2024
Q2 		$27.9M Buy
971,275
+98,633
+11% +$2.82M 1.4% 18
2024
Q1 		$25.4M Buy
872,642
+156,967
+22% +$4.56M 1.37% 19
2023
Q4 		$21M Buy
715,675
+139,319
+24% +$3.9M 1.26% 22
2023
Q3 		$15.9M Buy
576,356
+536,753
+1,355% +$15.2M 1.08% 25
2023
Q2 		$1.14M Sell
39,603
-49,063
-55% -$1.42M 0.08% 121
2023
Q1 		$2.59M Buy
88,666
+16,304
+23% +$473K 0.2% 82
2022
Q4 		$2.05M Sell
72,362
-162,666
-69% -$4.58M 0.18% 88
2022
Q3 		$6.53M Buy
235,028
+57,731
+33% +$1.71M 0.61% 44
2022
Q2 		$5.24M Buy
177,297
+176,076
+14,421% +$5.32M 0.5% 47
2022
Q1 		$225K Buy
1,221
+39
+3% +$1.29K 0.02% 238
2021
Q4 		$241K Buy
1,182
+1,027
+663% +$36K 0.02% 240
2021
Q3 		$5K Buy
+155
New +$5.51K ﹤0.01% 774

Other funds holding SPBO

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR Portfolio Corporate Bond ETF (SPBO) stake by 643% in Q1 2026, buying an estimated $38.4M and bringing the position to 1,513,411 shares worth $44M. The position accounts for 1.4% of the portfolio, ranked #18.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPBO in Q3 2021 and has held it in 19 quarters since. 173 funds tracked by Wall St. Rank hold SPBO as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,513,411 shares of State Street SPDR Portfolio Corporate Bond ETF worth $44M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 1,309,658 State Street SPDR Portfolio Corporate Bond ETF shares in Q1 2026, an estimated $38.4M.
  • State Street SPDR Portfolio Corporate Bond ETF made up 1.4% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #18 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio Corporate Bond ETF in Q3 2021 and has held it in 19 quarters since.
  • 173 funds tracked by Wall St. Rank held State Street SPDR Portfolio Corporate Bond ETF as of Q1 2026.

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