GKWIM
SPYM

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

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPYM Stock Details SPYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.19M Sell
54,767
-6,955
-11% -$556K 0.13% 90
2025
Q4 		$4.95M Sell
61,722
-443
-0.7% -$35.2K 0.17% 78
2025
Q3 		$4.87M Sell
62,165
-18,226
-23% -$1.37M 0.17% 79
2025
Q2 		$5.84M Sell
80,391
-3,062
-4% -$206K 0.23% 71
2025
Q1 		$5.49M Sell
83,453
-4,125
-5% -$285K 0.25% 69
2024
Q4 		$6.04M Buy
87,578
+11,968
+16% +$830K 0.26% 69
2024
Q3 		$5.1M Buy
75,610
+15,496
+26% +$1.01M 0.23% 71
2024
Q2 		$3.85M Buy
60,114
+12,721
+27% +$783K 0.19% 76
2024
Q1 		$2.92M Buy
47,393
+12,565
+36% +$736K 0.16% 86
2023
Q4 		$1.95M Buy
+34,828
New +$1.82M 0.12% 98
2021
Q4 		– Sell
-287
Closed -$14K – 982
2021
Q3 		$14K Buy
+287
New +$14.9K ﹤0.01% 581

Other funds holding SPYM

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UIM
USS Investment Management London, United Kingdom $25.6B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management reduced its State Street SPDR Portfolio S&P 500 ETF (SPYM) stake by 11% in Q1 2026, selling an estimated $556K and leaving 54,767 shares worth $4.19M. The position accounts for 0.13% of the portfolio, ranked #90.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPYM in Q3 2021 and has held it in 11 quarters since. The position peaked at $6.04M in Q4 2024. 1,597 funds tracked by Wall St. Rank hold SPYM as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 54,767 shares of State Street SPDR Portfolio S&P 500 ETF worth $4.19M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management sold 6,955 State Street SPDR Portfolio S&P 500 ETF shares in Q1 2026, an estimated $556K.
  • State Street SPDR Portfolio S&P 500 ETF made up 0.13% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #90 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio S&P 500 ETF in Q3 2021 and has held it in 11 quarters since.
  • Gerber Kawasaki Wealth & Investment Management's State Street SPDR Portfolio S&P 500 ETF position peaked at $6.04M in Q4 2024.
  • 1,597 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 ETF as of Q1 2026.

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