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 (SPEM). 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 | 511,181 | -385,010 | -43.0% | 2.27% | $23.9M | $46.81 |
| 2025 Q3 | ADDED | 896,191 | +314,438 | +54.1% | 4.23% | $38.3M | $46.04 |
| 2025 Q2 | ADDED | 581,753 | +119,475 | +25.8% | 2.78% | $22.9M | $42.04 |
| 2025 Q1 | REDUCED | 462,278 | -7,169 | -1.5% | 2.14% | $17.7M | $38.23 |
| 2024 Q4 | REDUCED | 469,447 | -70,317 | -13.0% | 2.40% | $19.4M | $37.26 |
| 2024 Q3 | ADDED | 539,764 | +106,258 | +24.5% | 2.65% | $20.3M | $39.46 |
| 2024 Q2 | REDUCED | 433,506 | -10,977 | -2.5% | 2.16% | $15.7M | $36.01 |
| 2024 Q1 | REDUCED | 444,483 | -67,866 | -13.2% | 2.16% | $16.1M | $34.18 |
| 2023 Q4 | REDUCED | 512,349 | -24,248 | -4.5% | 2.62% | $18.1M | $33.45 |
| 2023 Q3 | REDUCED | 536,597 | -8,432 | -1.5% | 2.96% | $18.4M | $31.22 |
As of 2025 Q4 — sorted by position size