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

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPIB Stock Details SPIB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$399K Sell
11,904
-6,907
-37% -$233K 0.01% 246
2025
Q4 		$636K Buy
18,811
+966
+5% +$32.7K 0.02% 193
2025
Q3 		$605K Sell
17,845
-3,233
-15% -$109K 0.02% 197
2025
Q2 		$708K Buy
21,078
+394
+2% +$13K 0.03% 171
2025
Q1 		$688K Sell
20,684
-4,315
-17% -$142K 0.03% 161
2024
Q4 		$819K Sell
24,999
-527
-2% -$17.4K 0.04% 148
2024
Q3 		$861K Sell
25,526
-761
-3% -$25.3K 0.04% 139
2024
Q2 		$856K Buy
26,287
+611
+2% +$19.8K 0.04% 138
2024
Q1 		$839K Sell
25,676
-7,462
-23% -$243K 0.05% 141
2023
Q4 		$1.09M Sell
33,138
-20,128
-38% -$640K 0.07% 130
2023
Q3 		$1.68M Sell
53,266
-357,978
-87% -$11.4M 0.11% 101
2023
Q2 		$13.2M Buy
411,244
+135,836
+49% +$4.39M 0.89% 30
2023
Q1 		$8.95M Buy
275,408
+16,437
+6% +$530K 0.71% 38
2022
Q4 		$8.24M Buy
+258,971
New +$8.19M 0.73% 39

Other funds holding SPIB

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AFI
American Family Investments Madison, Wisconsin $3.8B AUM 0.71% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return
WA
Waverly Advisors Birmingham, Alabama $13.4B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 37% in Q1 2026, selling an estimated $233K and leaving 11,904 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #246.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPIB in Q4 2022 and has held it in 14 quarters since. The position peaked at $13.2M in Q2 2023. 573 funds tracked by Wall St. Rank hold SPIB as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 11,904 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $399K as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 6,907 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q1 2026, an estimated $233K.
  • State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #246 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Corporate Bond ETF in Q4 2022 and has held it in 14 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio Intermediate Term Corporate Bond ETF position peaked at $13.2M in Q2 2023.
  • 573 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q1 2026.

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