Ownership history in KWB Wealth · 14 quarters on record
This page tracks every 13F SEC filing in which KWB Wealth reported a position in SELECT SECTOR SPDR TR (XLK). 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 | 797 | -905 | -53.2% | 0.02% | $202K | $140.72 |
| 2025 Q2 | REDUCED | 1,702 | -875 | -34.0% | 0.04% | $351K | $126.26 |
| 2025 Q1 | REDUCED | 2,577 | -513 | -16.6% | 0.07% | $599K | $102.78 |
| 2024 Q4 | REDUCED | 3,090 | -1,261 | -29.0% | 0.09% | $698K | $115.54 |
| 2024 Q3 | REDUCED | 4,351 | -93 | -2.1% | 0.13% | $984K | $112.00 |
| 2024 Q2 | UNCHANGED | 4,444 | — | 0% | 0.13% | $926K | $112.03 |
| 2024 Q1 | REDUCED | 4,444 | -18,069 | -80.3% | 0.12% | $926K | $102.96 |
| 2023 Q4 | ADDED | 22,513 | +697 | +3.2% | 0.63% | $4.3M | $94.99 |
| 2023 Q3 | REDUCED | 21,816 | -880 | -3.9% | 0.61% | $3.8M | $80.72 |
| 2023 Q2 | ADDED | 22,696 | +8,574 | +60.7% | 0.62% | $3.9M | $85.43 |
As of 2025 Q4 — sorted by position size