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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
2020
Q3 		– Sell
-11
Closed -$1K – 151
2020
Q2 		$1K Buy
+11
New +$3.22K ﹤0.01% 137

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. 3,614 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.
  • 3,614 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.