Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio S&P 500 High Dividend ETF SPYD Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$260K	Sell	5,443 -115	-2%	-$5.41K	0.01%	316
2026 Q1	$253K	Buy	+5,558	New	+$255K	0.01%	306
2025 Q4	–	Sell	-6,024	Closed	-$265K	–	351
2025 Q3	$265K	Sell	6,024 -730	-11%	-$32K	0.01%	285
2025 Q2	$287K	Sell	6,754 -383	-5%	-$16.1K	0.01%	264
2025 Q1	$316K	Hold	7,137	–	–	0.01%	234
2024 Q4	$309K	Sell	7,137 -1,073	-13%	-$48.7K	0.01%	230
2024 Q3	$375K	Buy	8,210 +94	+1%	+$4.08K	0.02%	209
2024 Q2	$327K	Sell	8,116 -2,571	-24%	-$103K	0.02%	212
2024 Q1	$435K	Buy	10,687 +1,429	+15%	+$55.8K	0.02%	184
2023 Q4	$363K	Buy	9,258 +349	+4%	+$12.5K	0.02%	188
2023 Q3	$312K	Sell	8,909 -1,057	-11%	-$39.3K	0.02%	195
2023 Q2	$370K	Buy	9,966 +21	+0.2%	+$775	0.02%	179
2023 Q1	$378K	Buy	9,945 +3,495	+54%	+$140K	0.03%	181
2022 Q4	$255K	Buy	+6,450	New	+$252K	0.02%	207

Other funds holding SPYD

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

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

FCAS

First Command Advisory Services Fort Worth, Texas $16.8B AUM 23.38% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DWM

Dakota Wealth Management Palm Beach Gardens, Florida $5.24B AUM 38.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio S&P 500 High Dividend ETF (SPYD) stake by 2.1% in Q2 2026, selling an estimated $5.41K and leaving 5,443 shares worth $260K. The position accounts for 0.01% of the portfolio, ranked #316.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPYD in Q4 2022 and has held it in 14 quarters since. The position peaked at $435K in Q1 2024. 367 funds tracked by Wall St. Rank hold SPYD as of Q2 2026.

Gerber Kawasaki Wealth & Investment Management held 5,443 shares of State Street SPDR Portfolio S&P 500 High Dividend ETF worth $260K as of Q2 2026.
Gerber Kawasaki Wealth & Investment Management sold 115 State Street SPDR Portfolio S&P 500 High Dividend ETF shares in Q2 2026, an estimated $5.41K.
State Street SPDR Portfolio S&P 500 High Dividend ETF made up 0.01% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q2 2026, its #316 holding.
Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio S&P 500 High Dividend ETF in Q4 2022 and has held it in 14 quarters since.
Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio S&P 500 High Dividend ETF position peaked at $435K in Q1 2024.
367 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 High Dividend ETF as of Q2 2026.

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