Ownership history in KWB Wealth · 21 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in SPDR INDEX SHS FDS (SPDW). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 899,712 | -58,254 | -6.1% | 3.78% | $40.0M | $44.41 |
| 2025 Q3 | REDUCED | 957,966 | -96,023 | -9.1% | 4.29% | $38.8M | $42.03 |
| 2025 Q2 | REDUCED | 1,053,989 | -42,016 | -3.8% | 4.66% | $38.4M | $39.77 |
| 2025 Q1 | REDUCED | 1,096,005 | -57,785 | -5.0% | 4.51% | $37.4M | $35.16 |
As of 2025 Q4 — sorted by position size