Ownership history in KWB Wealth · 10 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in SELECT SECTOR SPDR TR (XLC). 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 Q3 | REDUCED | 1,864 | -2,096 | -52.9% | 0.02% | $202K | $117.99 |
| 2025 Q2 | REDUCED | 3,960 | -2,611 | -39.7% | 0.05% | $382K | $107.80 |
| 2025 Q1 | REDUCED | 6,571 | -1,607 | -19.7% | 0.08% | $636K | $95.57 |
| 2024 Q4 | REDUCED | 8,178 | -2,843 | -25.8% | 0.09% | $739K | $95.65 |
As of 2025 Q4 — sorted by position size