GKWIM
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Gerber Kawasaki Wealth & Investment Management’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$18.9M Buy
25,360
+130
+0.5% +$94.3K 0.51% 48
2026
Q1 		$16.4M Sell
25,230
-146
-0.6% -$99.3K 0.52% 45
2025
Q4 		$17.3M Buy
25,376
+225
+0.9% +$152K 0.6% 39
2025
Q3 		$16.8M Sell
25,151
-27
-0.1% -$17.3K 0.58% 41
2025
Q2 		$15.6M Buy
25,178
+223
+0.9% +$127K 0.6% 40
2025
Q1 		$14M Buy
24,955
+1,227
+5% +$721K 0.63% 40
2024
Q4 		$13.9M Sell
23,728
-10
-0% -$5.89K 0.6% 41
2024
Q3 		$13.6M Buy
23,738
+788
+3% +$436K 0.63% 40
2024
Q2 		$12.5M Buy
22,950
+851
+4% +$445K 0.63% 43
2024
Q1 		$11.6M Buy
22,099
+1,829
+9% +$911K 0.62% 44
2023
Q4 		$9.63M Buy
20,270
+1,211
+6% +$539K 0.58% 45
2023
Q3 		$8.15M Buy
19,059
+1,676
+10% +$745K 0.55% 46
2023
Q2 		$7.71M Buy
17,383
+1,298
+8% +$545K 0.52% 46
2023
Q1 		$6.59M Sell
16,085
-148
-0.9% -$59K 0.52% 46
2022
Q4 		$6.21M Buy
16,233
+5,027
+45% +$1.93M 0.55% 47
2022
Q3 		$4M Buy
11,206
+1,653
+17% +$656K 0.37% 55
2022
Q2 		$3.6M Buy
9,553
+1,250
+15% +$512K 0.34% 64
2022
Q1 		$3.75M Buy
8,303
+1,199
+17% +$534K 0.31% 55
2021
Q4 		$3.37M Sell
7,104
-214
-3% -$98.2K 0.27% 65
2021
Q3 		$3.14M Buy
7,318
+277
+4% +$122K 0.41% 42
2021
Q2 		$3.01M Buy
7,041
+691
+11% +$288K 0.31% 55
2021
Q1 		$2.52M Sell
6,350
-423
-6% -$163K 0.3% 61
2020
Q4 		$2.53M Buy
6,773
+420
+7% +$149K 0.35% 52
2020
Q3 		$2.13M Sell
6,353
-415
-6% -$138K 0.45% 42
2020
Q2 		$2.09M Sell
6,768
-773
-10% -$226K 0.46% 47
2020
Q1 		$1.94M Sell
7,541
-678
-8% -$207K 0.55% 44
2019
Q4 		$2.65M Buy
8,219
+2,233
+37% +$688K 0.67% 35
2019
Q3 		$1.78M Buy
5,986
+459
+8% +$136K 0.51% 43
2019
Q2 		$1.62M Buy
5,527
+65
+1% +$18.7K 0.47% 44
2019
Q1 		$1.54M Buy
5,462
+641
+13% +$174K 0.46% 43
2018
Q4 		$1.2M Buy
4,821
+307
+7% +$82.8K 0.42% 45
2018
Q3 		$1.32M Buy
+4,514
New +$1.29M 0.36% 44
2018
Q2 		– Sell
-4,422
Closed -$1.16M – 117
2018
Q1 		$1.16M Sell
4,422
-1,173
-21% -$320K 0.37% 49
2017
Q4 		$1.49M Sell
5,595
-677
-11% -$176K 0.52% 45
2017
Q3 		$1.59M Sell
6,272
-1,465
-19% -$361K 0.58% 44
2017
Q2 		$1.88M Sell
7,737
-1,643
-18% -$394K 0.71% 34
2017
Q1 		$2.2M Sell
9,380
-3,375
-26% -$784K 0.95% 30
2016
Q4 		$2.85M Buy
12,755
+3,372
+36% +$737K 1.5% 23
2016
Q3 		$2.03M Buy
9,383
+3,974
+73% +$859K 1.18% 25
2016
Q2 		$1.13M Buy
5,409
+200
+4% +$41.5K 0.71% 33
2016
Q1 		$1.07M Sell
5,209
-473
-8% -$92.3K 0.74% 32
2015
Q4 		$1.16M Buy
+5,682
New +$1.17M 0.78% 34

Other funds holding SPY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
NMIFOAC
National Mutual Insurance Federation of Agricultural Cooperatives Tokyo, Japan, Japan $15.3B AUM 24.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.52% in Q2 2026, buying an estimated $94.3K and bringing the position to 25,360 shares worth $18.9M. The position accounts for 0.51% of the portfolio, ranked #48.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPY in Q4 2015 and has held it in 42 quarters since. 3,595 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Gerber Kawasaki Wealth & Investment Management held 25,360 shares of State Street SPDR S&P 500 ETF Trust worth $18.9M as of Q2 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 130 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $94.3K.
  • State Street SPDR S&P 500 ETF Trust made up 0.51% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #48 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2015 and has held it in 42 quarters since.
  • 3,595 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

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