GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio MSCI Global Stock Market ETF SPGM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPGM Stock Details SPGM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.76M Sell
23,192
-1,495
-6% -$117K 0.06% 123
2025
Q4 		$1.89M Buy
24,687
+234
+1% +$17.8K 0.07% 116
2025
Q3 		$1.83M Buy
24,453
+1,927
+9% +$138K 0.06% 119
2025
Q2 		$1.55M Sell
22,526
-420
-2% -$27K 0.06% 124
2025
Q1 		$1.43M Buy
22,946
+936
+4% +$60.4K 0.06% 123
2024
Q4 		$1.39M Buy
22,010
+588
+3% +$38.1K 0.06% 123
2024
Q3 		$1.39M Sell
21,422
-3,190
-13% -$198K 0.06% 120
2024
Q2 		$1.5M Sell
24,612
-856
-3% -$50.9K 0.07% 112
2024
Q1 		$1.52M Sell
25,468
-1,510
-6% -$86K 0.08% 113
2023
Q4 		$1.49M Buy
26,978
+2,185
+9% +$113K 0.09% 114
2023
Q3 		$1.25M Sell
24,793
-548
-2% -$28.7K 0.09% 116
2023
Q2 		$1.33M Sell
25,341
-784
-3% -$39.7K 0.09% 112
2023
Q1 		$1.3M Buy
26,125
+2,606
+11% +$128K 0.1% 113
2022
Q4 		$1.1M Sell
23,519
-169,885
-88% -$7.88M 0.1% 117
2022
Q3 		$8.27M Buy
193,404
+64
+0% +$3.03K 0.77% 39
2022
Q2 		$8.71M Sell
193,340
-54,971
-22% -$2.75M 0.83% 35
2022
Q1 		$13.6M Buy
248,311
+7,488
+3% +$410K 1.11% 26
2021
Q4 		$13.9M Buy
240,823
+240,688
+178,287% +$13.8M 1.11% 25
2021
Q3 		$7K Buy
+135
New +$7.58K ﹤0.01% 717
2021
Q1 		– Sell
-37,985
Closed -$1.85M – 233
2020
Q4 		$1.85M Buy
37,985
+23,859
+169% +$1.1M 0.26% 64
2020
Q3 		$611K Buy
+14,126
New +$603K 0.13% 73

Other funds holding SPGM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
IAA
Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $436M AUM 21.5% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SF
Schaeffer Financial Rockville, Maryland $129M AUM 15.82% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio MSCI Global Stock Market ETF (SPGM) stake by 6.1% in Q1 2026, selling an estimated $117K and leaving 23,192 shares worth $1.76M. The position accounts for 0.06% of the portfolio, ranked #123.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPGM in Q3 2020 and has held it in 21 quarters since. The position peaked at $13.9M in Q4 2021. 172 funds tracked by Wall St. Rank hold SPGM as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 23,192 shares of State Street SPDR Portfolio MSCI Global Stock Market ETF worth $1.76M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 1,495 State Street SPDR Portfolio MSCI Global Stock Market ETF shares in Q1 2026, an estimated $117K.
  • State Street SPDR Portfolio MSCI Global Stock Market ETF made up 0.06% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #123 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio MSCI Global Stock Market ETF in Q3 2020 and has held it in 21 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio MSCI Global Stock Market ETF position peaked at $13.9M in Q4 2021.
  • 172 funds tracked by Wall St. Rank held State Street SPDR Portfolio MSCI Global Stock Market ETF as of Q1 2026.

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