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 Q2	$387K	Sell	11,556 -348	-3%	-$11.6K	0.01%	267
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $9.05B AUM 13.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio Intermediate Term Corporate Bond ETF (SPIB) stake by 2.9% in Q2 2026, selling an estimated $11.6K and leaving 11,556 shares worth $387K. The position accounts for 0.01% of the portfolio, ranked #267.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPIB in Q4 2022 and has held it in 15 quarters since. The position peaked at $13.2M in Q2 2023. 590 funds tracked by Wall St. Rank hold SPIB as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 11,556 shares of State Street SPDR Portfolio Intermediate Term Corporate Bond ETF worth $387K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 348 State Street SPDR Portfolio Intermediate Term Corporate Bond ETF shares in Q2 2026, an estimated $11.6K.
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #267 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 15 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.
590 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Corporate Bond ETF as of Q2 2026.

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