Ownership history in KWB Wealth · 1 quarter on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in SPDR SERIES TRUST (SPIB). 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 | INITIATED | 581,197 | — | — | 1.86% | $19.7M | $33.57 |
As of 2025 Q4 — sorted by position size