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

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPTS Stock Details SPTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$41.3M Buy
1,411,255
+203,108
+17% +$5.94M 1.31% 22
2025
Q4 		$35.4M Buy
1,208,147
+88,939
+8% +$2.61M 1.23% 20
2025
Q3 		$32.8M Buy
1,119,208
+453,499
+68% +$13.3M 1.13% 25
2025
Q2 		$19.5M Buy
665,709
+8,895
+1% +$260K 0.75% 34
2025
Q1 		$19.2M Buy
656,814
+71,398
+12% +$2.08M 0.86% 29
2024
Q4 		$17M Buy
585,416
+16,381
+3% +$476K 0.74% 32
2024
Q3 		$16.7M Buy
569,035
+74,763
+15% +$2.18M 0.77% 32
2024
Q2 		$14.3M Buy
494,272
+76,154
+18% +$2.19M 0.71% 34
2024
Q1 		$12.1M Buy
418,118
+82,901
+25% +$2.4M 0.65% 40
2023
Q4 		$9.74M Buy
335,217
+49,237
+17% +$1.42M 0.58% 44
2023
Q3 		$8.21M Buy
285,980
+56,651
+25% +$1.63M 0.56% 45
2023
Q2 		$6.6M Buy
229,329
+60,946
+36% +$1.77M 0.44% 50
2023
Q1 		$4.92M Buy
168,383
+9,677
+6% +$281K 0.39% 56
2022
Q4 		$4.59M Buy
158,706
+60,150
+61% +$1.74M 0.41% 58
2022
Q3 		$2.85M Buy
98,556
+27,150
+38% +$795K 0.27% 74
2022
Q2 		$2.1M Buy
71,406
+54,348
+319% +$1.6M 0.2% 82
2022
Q1 		$505K Sell
17,058
-4,378
-20% -$132K 0.04% 157
2021
Q4 		$652K Sell
21,436
-1,864
-8% -$56.9K 0.05% 143
2021
Q3 		$713K Sell
23,300
-3,922
-14% -$120K 0.09% 82
2021
Q2 		$834K Buy
27,222
+3,871
+17% +$119K 0.09% 112
2021
Q1 		$715K Buy
23,351
+10,746
+85% +$330K 0.09% 111
2020
Q4 		$387K Buy
+12,605
New +$387K 0.05% 126

Other funds holding SPTS

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GLOBALT Investments Atlanta, Georgia $2.8B AUM 21.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Members Trust
Members Trust Tampa, Florida $3.21B AUM 13.73% 1-Year Est. Return
FSAG
Financial Solutions Advisory Group Chicago, Illinois $791M AUM
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
EWM
Evermay Wealth Management Arlington, Virginia $971M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR Portfolio Short Term Treasury ETF (SPTS) stake by 17% in Q1 2026, buying an estimated $5.94M and bringing the position to 1,411,255 shares worth $41.3M. The position accounts for 1.31% of the portfolio, ranked #22.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPTS in Q4 2020 and has held it in 22 quarters since. 421 funds tracked by Wall St. Rank hold SPTS as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,411,255 shares of State Street SPDR Portfolio Short Term Treasury ETF worth $41.3M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 203,108 State Street SPDR Portfolio Short Term Treasury ETF shares in Q1 2026, an estimated $5.94M.
  • State Street SPDR Portfolio Short Term Treasury ETF made up 1.31% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #22 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio Short Term Treasury ETF in Q4 2020 and has held it in 22 quarters since.
  • 421 funds tracked by Wall St. Rank held State Street SPDR Portfolio Short Term Treasury ETF as of Q1 2026.

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