Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio Intermediate Term Treasury ETF SPTI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$488K	Sell	17,195 -10,231	-37%	-$291K	0.01%	235
2026 Q1	$786K	Sell	27,426 -53,573	-66%	-$1.54M	0.03%	176
2025 Q4	$2.34M	Sell	80,999 -1,501	-2%	-$43.4K	0.08%	109
2025 Q3	$2.38M	Buy	82,500 +8,326	+11%	+$239K	0.08%	105
2025 Q2	$2.13M	Sell	74,174 -808	-1%	-$23K	0.08%	108
2025 Q1	$2.14M	Buy	74,982 +1,224	+2%	+$34.4K	0.1%	105
2024 Q4	$2.06M	Sell	73,758 -2,176	-3%	-$61.5K	0.09%	103
2024 Q3	$2.21M	Buy	75,934 +10,363	+16%	+$298K	0.1%	104
2024 Q2	$1.84M	Buy	65,571 +2,044	+3%	+$56.9K	0.09%	103
2024 Q1	$1.79M	Buy	63,527 +608	+1%	+$17.2K	0.1%	108
2023 Q4	$1.8M	Sell	62,919 -2,757	-4%	-$76.5K	0.11%	103
2023 Q3	$1.81M	Sell	65,676 -6,403	-9%	-$179K	0.12%	98
2023 Q2	$2.04M	Buy	72,079 +16,516	+30%	+$475K	0.14%	90
2023 Q1	$1.61M	Buy	+55,563	New	+$1.59M	0.13%	95

Other funds holding SPTI

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MERSOM

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.97B AUM 23.94% 1-Year Est. Return

ODIJL

One Day In July LLC Burlington, Vermont $1.44B AUM 17.18% 1-Year Est. Return

EWM

Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio Intermediate Term Treasury ETF (SPTI) stake by 37% in Q2 2026, selling an estimated $291K and leaving 17,195 shares worth $488K. The position accounts for 0.01% of the portfolio, ranked #235.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPTI in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.38M in Q3 2025. 305 funds tracked by Wall St. Rank hold SPTI as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 17,195 shares of State Street SPDR Portfolio Intermediate Term Treasury ETF worth $488K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 10,231 State Street SPDR Portfolio Intermediate Term Treasury ETF shares in Q2 2026, an estimated $291K.
State Street SPDR Portfolio Intermediate Term Treasury ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #235 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio Intermediate Term Treasury ETF in Q1 2023 and has held it in 14 quarters since.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio Intermediate Term Treasury ETF position peaked at $2.38M in Q3 2025.
305 funds tracked by Wall St. Rank held State Street SPDR Portfolio Intermediate Term Treasury ETF as of Q2 2026.

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