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 | $117.61 |
| 2025 Q2 | REDUCED | 3,960 | -2,611 | -39.7% | 0.05% | $382K | $107.46 |
| 2025 Q1 | REDUCED | 6,571 | -1,607 | -19.7% | 0.08% | $636K | $95.27 |
| 2024 Q4 | REDUCED | 8,178 | -2,843 | -25.8% | 0.09% | $739K | $95.34 |
| 2024 Q3 | ADDED | 11,021 | +254 | +2.4% | 0.12% | $944K | $88.80 |
| 2024 Q2 | UNCHANGED | 10,767 | — | 0% | 0.12% | $879K | $83.89 |
| 2024 Q1 | ADDED | 10,767 | +590 | +5.8% | 0.12% | $879K | $79.76 |
| 2023 Q4 | ADDED | 10,177 | +907 | +9.8% | 0.11% | $739K | $70.78 |
| 2023 Q3 | REDUCED | 9,270 | -589 | -6.0% | 0.10% | $603K | $63.71 |
| 2023 Q2 | INITIATED | 9,859 | — | — | 0.10% | $642K | $63.08 |
As of 2025 Q4 — sorted by position size