GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio S&P 600 Small Cap ETF SPSM Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPSM Stock Details SPSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.01M Sell
124,320
-26,765
-18% -$1.32M 0.19% 75
2025
Q4 		$7.08M Sell
151,085
-5,254
-3% -$245K 0.25% 68
2025
Q3 		$7.24M Sell
156,339
-479,423
-75% -$21.5M 0.25% 66
2025
Q2 		$27.1M Sell
635,762
-88,595
-12% -$3.57M 1.05% 26
2025
Q1 		$29.5M Buy
724,357
+49,395
+7% +$2.18M 1.33% 23
2024
Q4 		$30.3M Buy
674,962
+38,732
+6% +$1.8M 1.32% 22
2024
Q3 		$29M Buy
636,230
+50,167
+9% +$2.2M 1.33% 21
2024
Q2 		$24.3M Buy
586,063
+53,450
+10% +$2.23M 1.22% 25
2024
Q1 		$22.9M Buy
532,613
+76,339
+17% +$3.16M 1.24% 24
2023
Q4 		$19.2M Buy
456,274
+61,377
+16% +$2.31M 1.15% 25
2023
Q3 		$14.6M Buy
394,897
+80,778
+26% +$3.15M 0.99% 29
2023
Q2 		$12.2M Buy
+314,119
New +$11.7M 0.82% 31

Other funds holding SPSM

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 SPSM Position: Q1 2026 in Review

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio S&P 600 Small Cap ETF (SPSM) stake by 18% in Q1 2026, selling an estimated $1.32M and leaving 124,320 shares worth $6.01M. The position accounts for 0.19% of the portfolio, ranked #75.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPSM in Q2 2023 and has held it in 12 quarters since. The position peaked at $30.3M in Q4 2024. 1,002 funds tracked by Wall St. Rank hold SPSM as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 124,320 shares of State Street SPDR Portfolio S&P 600 Small Cap ETF worth $6.01M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 26,765 State Street SPDR Portfolio S&P 600 Small Cap ETF shares in Q1 2026, an estimated $1.32M.
  • State Street SPDR Portfolio S&P 600 Small Cap ETF made up 0.19% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #75 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio S&P 600 Small Cap ETF in Q2 2023 and has held it in 12 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio S&P 600 Small Cap ETF position peaked at $30.3M in Q4 2024.
  • 1,002 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 600 Small Cap ETF as of Q1 2026.

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