Ownership history in LPWM LLC · 4 quarters on record
This page tracks every 13F SEC filing in which LPWM LLC reported a position in SELECT SECTOR SPDR TR (XLP). 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 | 3,245 | +251 | +8.4% | 0.07% | $254K | $77.75 |
| 2025 Q2 | UNCHANGED | 2,994 | — | 0% | 0.07% | $242K | $79.78 |
| 2025 Q1 | UNCHANGED | 2,994 | — | 0% | 0.08% | $245K | $79.92 |
| 2024 Q4 | INITIATED | 2,994 | — | — | 0.08% | $235K | $76.52 |
As of 2025 Q4 — sorted by position size