Ownership history in KWMG, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which KWMG, LLC reported a position in SELECT SECTOR SPDR TR (XLRE). 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 | ADDED | 7,965 | +218 | +2.8% | 0.03% | $336K | $41.67 |
| 2025 Q2 | ADDED | 7,747 | +1,302 | +20.2% | 0.03% | $321K | $40.66 |
| 2023 Q4 | ADDED | 6,445 | +741 | +13.0% | 0.03% | $258K | $37.41 |
| 2022 Q3 | ADDED | 5,704 | +92 | +1.6% | 0.03% | $205K | $32.10 |
| 2022 Q2 | INITIATED | 5,612 | — | — | 0.03% | $229K | $36.10 |
As of 2025 Q4 — sorted by position size