GKWIM
SPYG icon

Gerber Kawasaki Wealth & Investment Management’s State Street SPDR Portfolio S&P 500 Growth ETF SPYG Stock Holding History

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPYG Stock Details SPYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169M Buy
1,721,557
+1,585,033
+1,161% +$165M 5.37% 2
2025
Q4 		$14.6M Sell
136,524
-1,390,781
-91% -$147M 0.51% 44
2025
Q3 		$160M Sell
1,527,305
-51,151
-3% -$5.09M 5.48% 3
2025
Q2 		$150M Buy
1,578,456
+153,471
+11% +$13.2M 5.82% 3
2025
Q1 		$115M Buy
1,424,985
+41,204
+3% +$3.6M 5.15% 2
2024
Q4 		$122M Buy
1,383,781
+64,514
+5% +$5.57M 5.29% 3
2024
Q3 		$109M Buy
1,319,267
+864,808
+190% +$69.1M 5.03% 3
2024
Q2 		$36.4M Buy
454,459
+23,630
+5% +$1.76M 1.82% 16
2024
Q1 		$31.5M Buy
430,829
+20,032
+5% +$1.39M 1.7% 16
2023
Q4 		$26.7M Buy
410,797
+23,971
+6% +$1.48M 1.6% 17
2023
Q3 		$22.9M Buy
386,826
+9,987
+3% +$612K 1.56% 17
2023
Q2 		$23M Buy
376,839
+339,189
+901% +$19.4M 1.54% 18
2023
Q1 		$2.08M Sell
37,650
-9,340
-20% -$495K 0.16% 89
2022
Q4 		$2.38M Buy
46,990
+4,092
+10% +$213K 0.21% 84
2022
Q3 		$2.15M Buy
42,898
+7,063
+20% +$397K 0.2% 82
2022
Q2 		$1.87M Sell
35,835
-9,572
-21% -$549K 0.18% 87
2022
Q1 		$3.12M Buy
+45,407
New +$2.95M 0.25% 65
2021
Q4 		– Sell
-34
Closed -$2K – 986
2021
Q3 		$2K Buy
+34
New +$2.25K ﹤0.01% 935

Other funds holding SPYG

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $9.42B AUM 17.63% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR Portfolio S&P 500 Growth ETF (SPYG) stake by 1,161% in Q1 2026, buying an estimated $165M and bringing the position to 1,721,557 shares worth $169M. The position accounts for 5.37% of the portfolio, ranked #2.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPYG in Q3 2021 and has held it in 18 quarters since. 1,318 funds tracked by Wall St. Rank hold SPYG as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 1,721,557 shares of State Street SPDR Portfolio S&P 500 Growth ETF worth $169M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 1,585,033 State Street SPDR Portfolio S&P 500 Growth ETF shares in Q1 2026, an estimated $165M.
  • State Street SPDR Portfolio S&P 500 Growth ETF made up 5.37% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #2 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Growth ETF in Q3 2021 and has held it in 18 quarters since.
  • 1,318 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Growth ETF as of Q1 2026.

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