Holdings
KWB Wealth
As of Sep 30, 2026, KWB Wealth reported 176 positions worth US$1.16B. Largest: State Street SPDR Portfolio S&P 500 ETF, State Street SPDR Portfolio S&P 500 Growth ETF and State Street SPDR Portfolio S&P 500 Value ETF. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 ETF | 1.78M | US$159M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Growth ETF | 787K | US$96.9M | new | Sep 30, 2026 |
| State Street SPDR Portfolio S&P 500 Value ETF | 1.36M | US$82.9M | new | Sep 30, 2026 |
| iShares International Country Rotation Active ETF | 1.15M | US$41.8M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Developed World ex-US ETF | 795K | US$39.9M | new | Sep 30, 2026 |
| iShares U.S. Equity Factor Rotation Active ETF | 448K | US$31M | new | Sep 30, 2026 |
| iShares Core Total USD Bond Market ETF | 668K | US$29.4M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Intermediate Term Treasury ETF | 976K | US$26.6M | new | Sep 30, 2026 |
| MFS Active Value ETF | 920K | US$25.9M | new | Sep 30, 2026 |
| State Street SPDR Portfolio Emerging Markets ETF | 494K | US$25.5M | new | Sep 30, 2026 |