Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio S&P 400 Mid Cap ETF SPMD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$29.6M	Buy	499,427 +29,123	+6%	+$1.77M	0.94%	31
2025 Q4	$27.2M	Buy	470,304 +26,385	+6%	+$1.52M	0.95%	30
2025 Q3	$25.4M	Buy	443,919 +23,454	+6%	+$1.32M	0.87%	32
2025 Q2	$22.9M	Buy	420,465 +22,090	+6%	+$1.14M	0.88%	30
2025 Q1	$20.4M	Buy	398,375 +24,483	+7%	+$1.33M	0.92%	27
2024 Q4	$20.4M	Buy	373,892 +22,464	+6%	+$1.26M	0.89%	27
2024 Q3	$19.2M	Buy	351,428 +24,232	+7%	+$1.28M	0.88%	29
2024 Q2	$16.8M	Buy	327,196 +43,638	+15%	+$2.25M	0.84%	30
2024 Q1	$15.1M	Buy	283,558 +33,805	+14%	+$1.68M	0.82%	31
2023 Q4	$12.2M	Buy	249,753 +53,708	+27%	+$2.39M	0.73%	35
2023 Q3	$8.58M	Buy	196,045 +45,729	+30%	+$2.1M	0.58%	40
2023 Q2	$6.9M	Buy	150,316 +31,414	+26%	+$1.37M	0.46%	48
2023 Q1	$5.22M	Buy	118,902 +7,138	+6%	+$319K	0.41%	53
2022 Q4	$4.75M	Buy	111,764 +20,272	+22%	+$861K	0.42%	56
2022 Q3	$3.53M	Buy	91,492 +16,889	+23%	+$716K	0.33%	60
2022 Q2	$2.96M	Buy	74,603 +62,066	+495%	+$2.69M	0.28%	71
2022 Q1	$591K	Buy	12,537 +3,323	+36%	+$155K	0.05%	149
2021 Q4	$458K	Buy	9,214 +1,385	+18%	+$67.7K	0.04%	166
2021 Q3	$361K	Sell	7,829 -2,488	-24%	-$117K	0.05%	123
2021 Q2	$487K	Buy	10,317 +3,524	+52%	+$167K	0.05%	151
2021 Q1	$310K	Buy	+6,793	New	+$298K	0.04%	167

Other funds holding SPMD

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AlTi Global New York $4.6B AUM 22.54% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR Portfolio S&P 400 Mid Cap ETF (SPMD) stake by 6.2% in Q1 2026, buying an estimated $1.77M and bringing the position to 499,427 shares worth $29.6M. The position accounts for 0.94% of the portfolio, ranked #31.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPMD in Q1 2021 and has held it in 21 quarters since. 808 funds tracked by Wall St. Rank hold SPMD as of Q1 2026.

Gerber Kawasaki Wealth & Investment Management held 499,427 shares of State Street SPDR Portfolio S&P 400 Mid Cap ETF worth $29.6M as of Q1 2026.
Gerber Kawasaki Wealth & Investment Management bought 29,123 State Street SPDR Portfolio S&P 400 Mid Cap ETF shares in Q1 2026, an estimated $1.77M.
State Street SPDR Portfolio S&P 400 Mid Cap ETF made up 0.94% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #31 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio S&P 400 Mid Cap ETF in Q1 2021 and has held it in 21 quarters since.
808 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 400 Mid Cap ETF as of Q1 2026.

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