Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio Developed World ex-US ETF SPDW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$385K	Buy	7,642 +332	+5%	+$16.5K	0.01%	269
2026 Q1	$334K	Sell	7,310 -1,341	-16%	-$62.9K	0.01%	270
2025 Q4	$384K	Buy	8,651 +1,426	+20%	+$62.3K	0.01%	252
2025 Q3	$309K	Buy	7,225 +283	+4%	+$11.7K	0.01%	268
2025 Q2	$281K	Buy	6,942 +109	+2%	+$4.18K	0.01%	268
2025 Q1	$249K	Sell	6,833 -75	-1%	-$2.71K	0.01%	271
2024 Q4	$236K	Buy	6,908 +488	+8%	+$17.5K	0.01%	256
2024 Q3	$241K	Sell	6,420 -96	-1%	-$3.46K	0.01%	255
2024 Q2	$229K	Sell	6,516 -200	-3%	-$7.11K	0.01%	255
2024 Q1	$241K	Sell	6,716 -1,374	-17%	-$47.2K	0.01%	248
2023 Q4	$275K	Sell	8,090 -2,624	-24%	-$83.3K	0.02%	214
2023 Q3	$332K	Sell	10,714 -1,931	-15%	-$62.4K	0.02%	190
2023 Q2	$411K	Sell	12,645 -26,442	-68%	-$863K	0.03%	171
2023 Q1	$1.26M	Buy	39,087 +8,040	+26%	+$254K	0.1%	117
2022 Q4	$922K	Sell	31,047 -126,909	-80%	-$3.64M	0.08%	127
2022 Q3	$4.08M	Buy	157,956 +27,391	+21%	+$790K	0.38%	53
2022 Q2	$3.77M	Buy	130,565 +116,014	+797%	+$3.67M	0.36%	60
2022 Q1	$498K	Buy	14,551 +5,172	+55%	+$179K	0.04%	159
2021 Q4	$342K	Buy	9,379 +2,060	+28%	+$75.8K	0.03%	192
2021 Q3	$265K	Buy	7,319 +818	+13%	+$30.4K	0.03%	154
2021 Q2	$239K	Buy	6,501 +788	+14%	+$29.2K	0.02%	220
2021 Q1	$202K	Buy	+5,713	New	+$200K	0.02%	209

Other funds holding SPDW

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

Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR Portfolio Developed World ex-US ETF (SPDW) stake by 4.5% in Q2 2026, buying an estimated $16.5K and bringing the position to 7,642 shares worth $385K. The position accounts for 0.01% of the portfolio, ranked #269.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPDW in Q1 2021 and has held it in 22 quarters since. The position peaked at $4.08M in Q3 2022. 979 funds tracked by Wall St. Rank hold SPDW as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 7,642 shares of State Street SPDR Portfolio Developed World ex-US ETF worth $385K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management bought 332 State Street SPDR Portfolio Developed World ex-US ETF shares in Q2 2026, an estimated $16.5K.
State Street SPDR Portfolio Developed World ex-US ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #269 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio Developed World ex-US ETF in Q1 2021 and has held it in 22 quarters since.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio Developed World ex-US ETF position peaked at $4.08M in Q3 2022.
979 funds tracked by Wall St. Rank held State Street SPDR Portfolio Developed World ex-US ETF as of Q2 2026.

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