GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio TIPS ETF SPIP Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPIP Stock Details SPIP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.61M Buy
61,669
+5,723
+10% +$149K 0.05% 132
2025
Q4 		$1.45M Buy
55,946
+3,346
+6% +$87.7K 0.05% 135
2025
Q3 		$1.38M Buy
52,600
+41,082
+357% +$1.07M 0.05% 136
2025
Q2 		$300K Buy
11,518
+1,297
+13% +$33.5K 0.01% 257
2025
Q1 		$270K Buy
10,221
+980
+11% +$25.3K 0.01% 261
2024
Q4 		$234K Sell
9,241
-7,823
-46% -$201K 0.01% 258
2024
Q3 		$448K Sell
17,064
-840
-5% -$21.7K 0.02% 193
2024
Q2 		$455K Sell
17,904
-3,442
-16% -$87.1K 0.02% 180
2024
Q1 		$547K Sell
21,346
-8,131
-28% -$208K 0.03% 166
2023
Q4 		$754K Sell
29,477
-14,658
-33% -$367K 0.05% 143
2023
Q3 		$1.1M Sell
44,135
-10,222
-19% -$259K 0.07% 126
2023
Q2 		$1.4M Sell
54,357
-48,866
-47% -$1.28M 0.09% 110
2023
Q1 		$2.75M Sell
103,223
-9,364
-8% -$245K 0.22% 78
2022
Q4 		$2.9M Sell
112,587
-286,958
-72% -$7.4M 0.26% 77
2022
Q3 		$10.1M Sell
399,545
-32,216
-7% -$882K 0.94% 36
2022
Q2 		$11.9M Sell
431,761
-511,112
-54% -$14.7M 1.13% 26
2022
Q1 		$28.7M Sell
942,873
-11,442
-1% -$350K 2.34% 11
2021
Q4 		$30.3M Buy
954,315
+79,707
+9% +$2.5M 2.41% 11
2021
Q3 		$27.2M Buy
874,608
+183,340
+27% +$5.76M 3.52% 6
2021
Q2 		$21.5M Buy
691,268
+122,313
+21% +$3.78M 2.2% 15
2021
Q1 		$17.4M Buy
+568,955
New +$17.5M 2.09% 15

Other funds holding SPIP

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CFS
Cannon Financial Strategists Athens, Georgia $761M AUM 18.73% 1-Year Est. Return
PFA
Pure Financial Advisors San Diego, California $6.97B AUM 16.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.24B AUM 16.9% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HFS
Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR Portfolio TIPS ETF (SPIP) stake by 10% in Q1 2026, buying an estimated $149K and bringing the position to 61,669 shares worth $1.61M. The position accounts for 0.05% of the portfolio, ranked #132.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPIP in Q1 2021 and has held it in 21 quarters since. The position peaked at $30.3M in Q4 2021. 208 funds tracked by Wall St. Rank hold SPIP as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 61,669 shares of State Street SPDR Portfolio TIPS ETF worth $1.61M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 5,723 State Street SPDR Portfolio TIPS ETF shares in Q1 2026, an estimated $149K.
  • State Street SPDR Portfolio TIPS ETF made up 0.05% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #132 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio TIPS ETF in Q1 2021 and has held it in 21 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio TIPS ETF position peaked at $30.3M in Q4 2021.
  • 208 funds tracked by Wall St. Rank held State Street SPDR Portfolio TIPS ETF as of Q1 2026.

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