GKWIM
SPYV icon

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

Gerber Kawasaki Wealth & Investment Management’s Portfolio SPYV Stock Details SPYV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$144M Buy
2,552,495
+142,130
+6% +$8.24M 4.6% 4
2025
Q4 		$137M Buy
2,410,365
+116,447
+5% +$6.54M 4.78% 3
2025
Q3 		$127M Buy
2,293,918
+197,320
+9% +$10.6M 4.36% 4
2025
Q2 		$110M Buy
2,096,598
+83,683
+4% +$4.18M 4.24% 4
2025
Q1 		$103M Buy
2,012,915
+147,713
+8% +$7.66M 4.62% 4
2024
Q4 		$95.4M Buy
1,865,202
+97,900
+6% +$5.21M 4.15% 5
2024
Q3 		$93.4M Buy
1,767,302
+28,637
+2% +$1.46M 4.3% 4
2024
Q2 		$84.7M Buy
1,738,665
+128,258
+8% +$6.27M 4.24% 4
2024
Q1 		$80.7M Buy
1,610,407
+111,560
+7% +$5.32M 4.36% 3
2023
Q4 		$69.9M Buy
1,498,847
+224,222
+18% +$9.67M 4.18% 4
2023
Q3 		$52.6M Buy
1,274,625
+126,330
+11% +$5.47M 3.58% 7
2023
Q2 		$49.6M Buy
1,148,295
+523,569
+84% +$21.6M 3.33% 7
2023
Q1 		$25.4M Buy
624,726
+64,537
+12% +$2.61M 2.01% 14
2022
Q4 		$21.8M Buy
560,189
+120,712
+27% +$4.62M 1.93% 14
2022
Q3 		$15.2M Buy
439,477
+50,898
+13% +$1.93M 1.41% 20
2022
Q2 		$14.1M Buy
388,579
+357,028
+1,132% +$14.1M 1.34% 20
2022
Q1 		$1.32M Buy
31,551
+10,994
+53% +$453K 0.11% 96
2021
Q4 		$863K Buy
20,557
+5,410
+36% +$221K 0.07% 123
2021
Q3 		$590K Buy
15,147
+1,058
+8% +$42.2K 0.08% 97
2021
Q2 		$557K Buy
14,089
+5,727
+68% +$226K 0.06% 141
2021
Q1 		$316K Buy
8,362
+2,418
+41% +$87.4K 0.04% 166
2020
Q4 		$204K Buy
+5,944
New +$193K 0.03% 170

Other funds holding SPYV

Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VA
Valmark Advisers Akron, Ohio $8.42B AUM 14.36% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Gerber Kawasaki Wealth & Investment Management increased its State Street SPDR Portfolio S&P 500 Value ETF (SPYV) stake by 5.9% in Q1 2026, buying an estimated $8.24M and bringing the position to 2,552,495 shares worth $144M. The position accounts for 4.6% of the portfolio, ranked #4.

Gerber Kawasaki Wealth & Investment Management first reported a position in SPYV in Q4 2020 and has held it in 22 quarters since. 1,175 funds tracked by Wall St. Rank hold SPYV as of Q1 2026.

  • Gerber Kawasaki Wealth & Investment Management held 2,552,495 shares of State Street SPDR Portfolio S&P 500 Value ETF worth $144M as of Q1 2026.
  • Gerber Kawasaki Wealth & Investment Management bought 142,130 State Street SPDR Portfolio S&P 500 Value ETF shares in Q1 2026, an estimated $8.24M.
  • State Street SPDR Portfolio S&P 500 Value ETF made up 4.6% of Gerber Kawasaki Wealth & Investment Management's portfolio in Q1 2026, its #4 holding.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in State Street SPDR Portfolio S&P 500 Value ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,175 funds tracked by Wall St. Rank held State Street SPDR Portfolio S&P 500 Value ETF as of Q1 2026.

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