Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF SPTM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$452K	Sell	4,977 -19	-0.4%	-$1.67K	0.01%	246
2026 Q1	$395K	Sell	4,996 -191	-4%	-$15.8K	0.01%	248
2025 Q4	$428K	Buy	5,187 +27	+0.5%	+$2.21K	0.01%	242
2025 Q3	$416K	Buy	5,160 +115	+2%	+$8.94K	0.01%	238
2025 Q2	$378K	Buy	5,045 +816	+19%	+$56.6K	0.01%	228
2025 Q1	$288K	Buy	4,229 +14	+0.3%	+$1K	0.01%	250
2024 Q4	$301K	Buy	4,215 +9	+0.2%	+$648	0.01%	233
2024 Q3	$295K	Buy	4,206 +13	+0.3%	+$878	0.01%	238
2024 Q2	$278K	Buy	4,193 +14	+0.3%	+$896	0.01%	233
2024 Q1	$268K	Buy	4,179 +13	+0.3%	+$793	0.01%	235
2023 Q4	$244K	Buy	4,166 +16	+0.4%	+$874	0.01%	228
2023 Q3	$218K	Buy	4,150 +155	+4%	+$8.47K	0.01%	233
2023 Q2	$217K	Buy	+3,995	New	+$206K	0.01%	235

Other funds holding SPTM

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

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

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

Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

PFA

Professional Financial Advisors North Platte, Nebraska $578M AUM 19.5% 1-Year Est. Return

HFS

Hughes Financial Services Herndon, Virginia $755M AUM 20.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SPWG

Syntegra Private Wealth Group Chesterfield, Missouri $1.29B AUM 18.05% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF (SPTM) stake by 0.38% in Q2 2026, selling an estimated $1.67K and leaving 4,977 shares worth $452K. The position accounts for 0.01% of the portfolio, ranked #246.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPTM in Q2 2023 and has held it in 13 quarters since. 655 funds tracked by Wall St. Rank hold SPTM as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 4,977 shares of State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF worth $452K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 19 State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF shares in Q2 2026, an estimated $1.67K.
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #246 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF in Q2 2023 and has held it in 13 quarters since.
655 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF as of Q2 2026.

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