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 SER TR (SPYV). 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 | ADDED | 1,752,061 | +123,419 | +7.6% | 9.43% | $99.5M | $56.81 |
| 2025 Q3 | ADDED | 1,628,642 | +159,093 | +10.8% | 9.42% | $85.2M | $55.03 |
| 2025 Q2 | REDUCED | 1,469,549 | -50,310 | -3.3% | 9.12% | $75.0M | $51.81 |
| 2025 Q1 | REDUCED | 1,519,859 | -61,871 | -3.9% | 9.38% | $77.7M | $50.30 |
As of 2025 Q4 — sorted by position size