SEC 13F Intelligence

Gerber Kawasaki Wealth & Investment Management / SPY

Gerber Kawasaki Wealth & Investment Management’s State Str Spdr S&P 500 Etf T Position

Does Gerber Kawasaki Wealth & Investment Management own State Str Spdr S&P 500 Etf T (SPY)? Yes — 25.2K shares worth $16M (+0.52% of its 13F portfolio) as of Q1 2026, down from 25.4K shares the prior filed quarter.

Position Value
$16M
Q1 2026
Shares
25.2K
% of Portfolio
+0.52%
Quarters Held
30
currently held

Position History SPY

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $3MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $4MQ3 ’22: $4MQ4 ’22: $6MQ4 ’22Q1 ’23: $7MQ2 ’23: $8MQ3 ’23: $8MQ4 ’23: $10MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $14MQ4 ’24: $14MQ4 ’24Q1 ’25: $14MQ2 ’25: $16MQ3 ’25: $17MQ4 ’25: $17MQ4 ’25Q1 ’26: $16Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202625.2K$16M+0.52%
Q4 202525.4K$17M+0.60%
Q3 202525.2K$17M+0.58%
Q2 202525.2K$16M+0.60%
Q1 202525.0K$14M+0.63%
Q4 202423.7K$14M+0.60%
Q3 202423.7K$14M+0.63%
Q2 202422.9K$12M+0.63%
Q1 202422.1K$12M+0.62%
Q4 202320.3K$10M+0.58%
Q3 202319.1K$8M+0.55%
Q2 202317.4K$8M+0.52%
Q1 202316.1K$7M+0.52%
Q4 202216.2K$6M+0.55%
Q3 202211.2K$4M+0.37%
Q2 20229.6K$4M+0.34%
Q1 20228.3K$4M+0.31%
Q4 20217.1K$3M+0.27%
Q3 20217.3K$3M+0.41%
Q2 20217.0K$3M+0.31%
Q1 20216.3K$3M+0.30%
Q4 20206.8K$3M+0.35%
Q3 20206.4K$2M+0.45%
Q2 20206.8K$2M+0.46%
Q1 20207.5K$2M+0.55%
Q4 20198.2K$3M+0.67%
Q3 20196.0K$2M+0.51%
Q2 20195.5K$2M+0.47%
Q1 20195.5K$2M+0.46%
Q4 20184.8K$1M+0.42%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Gerber Kawasaki Wealth & Investment Management’s full portfolio or all institutional holders of SPY.