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Gerber LLC’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

Gerber LLC’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
2026
Q2 		$847K Buy
1,134
+387
+52% +$281K 0.4% 34
2026
Q1 		$486K Buy
747
+3
+0.4% +$2.04K 0.27% 42
2025
Q4 		$507K Buy
744
+1
+0.1% +$676 0.28% 41
2025
Q3 		$495K Buy
743
+1
+0.1% +$641 0.31% 37
2025
Q2 		$459K Hold
742
– – 0.32% 46
2025
Q1 		$415K Buy
742
+1
+0.1% +$588 0.35% 51
2024
Q4 		$434K Sell
741
-231
-24% -$136K 0.32% 47
2024
Q3 		$558K Buy
972
+3
+0.3% +$1.66K 0.41% 40
2024
Q2 		$527K Buy
969
+7
+0.7% +$3.66K 0.41% 41
2024
Q1 		$503K Buy
962
+176
+22% +$87.6K 0.42% 43
2023
Q4 		$374K Buy
+786
New +$350K 0.34% 53

Other funds holding SPY

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PAI
Power Alpha Investment Road Town, Tortola, British Virgin Islands $994M AUM
TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FTF
Freedom Together Foundation New York $867M AUM 20.05% 1-Year Est. Return

Gerber LLC's SPY Position: Q2 2026 in Review

Gerber LLC increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 52% in Q2 2026, buying an estimated $281K and bringing the position to 1,134 shares worth $847K. The position accounts for 0.4% of the portfolio, ranked #34.

Gerber LLC first reported a position in SPY in Q4 2023 and has held it in 11 quarters since. 2,678 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • Gerber LLC held 1,134 shares of State Street SPDR S&P 500 ETF Trust worth $847K as of Q2 2026.
  • Gerber LLC bought 387 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $281K.
  • State Street SPDR S&P 500 ETF Trust made up 0.4% of Gerber LLC's portfolio in Q2 2026, its #34 holding.
  • Gerber LLC first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2023 and has held it in 11 quarters since.
  • 2,678 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on Gerber LLC's 13F filing for Q2 2026, filed 29 Jul 2026.