KWB Wealth

Name: KWB Wealth 13F holdings, Q4 2024
Creator: KWB Wealth
Published: 2025-01-14

Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q3 2024Q2 2024Q1 2024

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 14, 2025), KWB Wealth reported 141 stock positions worth $806.9 million. Its top holding was SS SPDR P S&P 500 Growth ETF (SPYG) at 12.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 11.1%) and SS SPDR P S&P 500 Value ETF (SPYV, 10.4%). Compared with Q3 2024, it opened 20 new positions, sold out of 11, added to 35 and reduced 72. The biggest buy was iShares MSCI International V (IVLU, shares +182%) and the biggest sale SS SPDR P S&P 500 Growth ETF (SPYG, shares −6%).

Most Recent 13F: Q2 2026
Location: REDLANDS, CA
CIK: 0001822236
Portfolio Value: $806.9M (Q4 2024)
SEC Filing: 0001085146-25-000175 ↗ filed Jan 14, 2025

Holdings Value

Holdings 141 stocks · $806.9M


SPYG SS SPDR P S&P 500 Growth ETF	12.46%	1,212,277	$100.5M	Reduce -5.8%
SPYM Ste STR SPDR PT S&P 500 ETF	11.12%	1,329,636	$89.8M	Reduce -2.2%
SPYV SS SPDR P S&P 500 Value ETF	10.36%	1,581,730	$83.6M	Reduce -3.6%
SPAB SS SPDR P Agg Bond ETF	8.12%	2,505,989	$65.5M	Reduce -2.0%
SPDW Ste STR SPDR PT DW Eu ETF	5.37%	1,153,790	$43.3M	Reduce -3.6%
GTO Invesco Total Return Bond Et	4.69%	783,220	$37.8M	Reduce -1.5%
SLYV SS SPDR S&P 600 SC Val ETF	2.51%	232,904	$20.2M	Reduce -3.0%
SPEM State Street SP PTF Em ETF	2.40%	469,447	$19.4M	Reduce -13.0%
SLYG SS SPDR S&P 600 SC GR ETF	2.38%	206,068	$19.2M	Reduce -3.5%
SPHQ Invesco S&P 500 Quality ETF	2.11%	253,007	$17.0M	Add +1.4%
DYNF Ishrs US E F R A ETF-Usd Inc.	2.02%	329,872	$16.3M	Add +2.3%
IUSB Ishr CR Unvrse Usd BD ETF-Ui	1.94%	331,720	$15.6M	Add +51.8%
MDYV SS SPDR S&P 400 MC Val ETF	1.87%	190,054	$15.1M	Reduce -2.4%
IVLU iShares MSCI International V	1.84%	503,850	$14.9M	Add +182.3%
MDYG SS SPDR S&P 400 MC GR ETF	1.81%	166,758	$14.6M	Reduce -2.4%
IDHQ Invesco S&P International DE	1.63%	413,904	$13.1M	Reduce -2.2%
SPMB SS SPDR P Mort Back Bond ETF	1.61%	577,811	$13.0M	Reduce -29.1%
QEFA STSR SPD MSC Eaf Stgfs-US Inc.	1.57%	157,091	$12.6M	Add +1.7%
SPSM SS SPDR P S&P 600 Small Cap	1.42%	251,799	$11.5M	Reduce -7.5%
VOO Vanguard S&P 500 ETF	1.28%	19,545	$10.3M	Reduce -1.0%
IVV iShares Core S&P 500 ETF	1.07%	15,015	$8.7M	Reduce -0.8%
SPMD SS SPDR P S&P 400 Midcap ETF	1.06%	156,842	$8.6M	Reduce -6.4%
PFFD Global X US Preferred ETF	1.06%	412,315	$8.6M	Reduce -2.2%
JPEM JPM Diversified Ret Em Equit filed as J P MORGAN EXCHANGE TRADED F	1.02%	145,704	$8.3M	Add +3.9%
XCEM Columbia Em Core Ex-China	0.94%	231,311	$7.6M	Add +35.9%
LPLA LPL Financial Holdings Inc.	0.82%	28,294	$6.6M	Reduce -0.6%
IYW iShares Ustechnology ETF	0.78%	41,253	$6.3M	Reduce -13.7%
SPTM SS SPDR P S&P 1500 Comp ETF	0.73%	83,753	$5.9M	Reduce -15.9%
MSFT Microsoft Corp.	0.63%	11,877	$5.1M	Add +6.6%
TOTL SS Doubleline TR Tact ETF	0.60%	116,751	$4.8M	New
AAPL Apple Inc.	0.49%	17,109	$4.0M	Add +3.6%
JMBS Janus Henderson Mortg Backed	0.43%	75,198	$3.5M	Add +4.2%
AVUS Avantis U.S. Equity ETF	0.42%	35,838	$3.4M	Add +7.9%
PRF Invesco Rafi US 1000 ETF	0.41%	81,414	$3.3M	Reduce -13.0%
GOVT iShares US Treasury Bond ETF	0.39%	135,267	$3.2M	Reduce -13.5%
PXF Invesco Rafi Developed Marke	0.39%	60,007	$3.1M	Reduce -8.5%
PXH Inves Rafi Emer MRKT-Usd Inc.	0.34%	126,151	$2.8M	Reduce -12.0%
AXP American Express Co.	0.34%	10,031	$2.7M	Add +16.3%
CGMS Cap Group US Multi-Sect Bond	0.34%	97,553	$2.7M	New
IAGG iShares Intl Aggregate Bond	0.33%	51,565	$2.7M	New
RSP Invesco S&P 500 Equal Weight	0.30%	13,581	$2.4M	Reduce -1.4%
PAAA Pgim Aaa Clo ETF	0.30%	47,211	$2.4M	Add +57.9%
SPTL SS SPDR PF LNG TRM TSY E-Usd	0.30%	82,464	$2.4M	Reduce -30.3%
BRK.B Berkshire Hathaway Inc. Class B	0.28%	4,991	$2.3M	Reduce -0.8%
PDN Inv Rafi Dev MKT US SM-Usdin	0.27%	62,980	$2.2M	Add +1.4%
AVUV Avantis US Small Cap Value	0.23%	19,231	$1.8M	Reduce -0.3%
PAVE Global X US Infrastructure	0.23%	44,440	$1.8M	Reduce -22.9%
SPBO SS SPDR P Corp. Bond ETF	0.22%	58,270	$1.7M	Reduce -13.6%
JPME JPM Diver Ret US MC Equity filed as J P MORGAN EXCHANGE TRADED F	0.21%	16,494	$1.7M	Add +6.2%
VXF Vanguard Extended Market ETF	0.20%	9,085	$1.7M	Reduce -0.5%
WMT Walmart Inc.	0.20%	20,117	$1.6M	Add +19.0%
COST Costco Wholesale Corp.	0.19%	1,741	$1.5M	Reduce -3.0%
IJH iShares Core S&P Midcap ETF	0.19%	24,551	$1.5M	Reduce -0.1%
RECS Columbia Resear Enh Cor ETF	0.17%	41,061	$1.4M	New
PRFZ Inv Rafi US 1500 SM-Usd Inc.	0.17%	33,163	$1.4M	Reduce -11.9%
QGRO American Century US Quality	0.16%	14,032	$1.3M	Reduce -1.0%
JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F	0.16%	26,489	$1.3M	Add +0.1%
EIX Edison International	0.16%	14,533	$1.3M	Reduce -2.3%
VOOG Vanguard S&P 500 Growth ETF	0.16%	3,641	$1.3M	Reduce -0.2%
VOOV Vanguard S&P 500 Value ETF	0.14%	5,949	$1.1M	Reduce -0.1%
IJR iShares Core S&P Small-Cap E	0.14%	9,672	$1.1M	Add +0.1%
NVDA Nvidia Corp.	0.13%	8,470	$1.0M	No change
CGGO Cap Group Global Growth filed as CAPITAL GROUP GBL GROWTH EQT	0.12%	32,482	$979K	New
CGDV Cap Group Dividend Value filed as CAPITAL GROUP DIVIDEND VALUE	0.12%	25,970	$946K	New
SHV iShares 0-1 Year Treasury Bo	0.12%	8,531	$944K	Add +1.3%
V Visa Inc. Class A	0.12%	3,424	$942K	Add +20.9%
IVW iShares S&P 500 Growth ETF	0.12%	9,709	$930K	No change
CGGR Cap Group Growth Equity	0.11%	26,144	$910K	New
HD Home Depot Inc.	0.10%	2,091	$847K	Add +0.3%
MCD McDonald's Corp.	0.10%	2,745	$836K	Reduce -6.0%
IGV iShares Expanded Tech-Softwa	0.10%	8,926	$798K	Add +26.9%
XLC SS Comm Select Sector SPDR	0.09%	8,178	$739K	Reduce -25.8%
WM Waste Management Inc.	0.09%	3,456	$717K	Add +26.2%
PEP Pepsico Inc.	0.09%	4,181	$711K	Reduce -3.0%
CGIE Cap Group Intl Equity filed as CAPITAL GROUP INTERNATIONAL	0.09%	23,400	$710K	New
XLK SS Technology Select Sector	0.09%	3,090	$698K	Reduce -29.0%
FLCH Franklin Ftse China ETF	0.08%	32,621	$656K	Reduce -23.0%
CGBL Cap Group Core Balanced filed as CAPITAL GROUP CORE BALANCED	0.08%	20,610	$640K	New
IEFA iShares Core MSCI Eafe ETF	0.08%	8,051	$628K	Reduce -1.4%
QPFF American Century Qual Pref	0.08%	16,039	$611K	Add +1.0%
NURE Nuveen Shortterm REIT ETF	0.07%	17,656	$599K	Add +8.2%
PRU Prudential Financial Inc.	0.07%	4,623	$560K	Add +37.8%
XLU St Sr Utl SL SE SPDR ETF-Usd	0.06%	6,422	$519K	New
JGLO JPMorgan GLBL SLCT Eq ETF	0.06%	8,166	$512K	New
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	0.06%	2,238	$495K	Reduce -1.2%
GSLC Goldman Activebeta US LC ETF	0.06%	4,375	$494K	Add +18.6%
JBND JPMorgan Active Bond ETF	0.06%	8,870	$485K	New
SPIP SS SPDR P Tips ETF	0.06%	18,357	$482K	Reduce -27.8%
WFC Wells Fargo & Co.	0.06%	8,390	$474K	Add +0.4%
HLT Hilton Worldwide Holdings Inc.	0.06%	2,051	$473K	Reduce -0.8%
EQIN Columbia US Eqty Inc. ETF	0.06%	9,844	$466K	New
IBB iShares Biotechnology ETF	0.06%	3,200	$466K	Reduce -22.8%
SPLV Invesco S&P 500 Low Volatili	0.06%	6,402	$459K	New
JSML Janus Hender SM Cap GRW Alph	0.05%	6,635	$434K	Reduce -0.8%
IEMG iShares Core MSCI Emerging	0.05%	7,388	$424K	Reduce -7.4%
EUSB Ishr ESG Advn Universal BD-$	0.05%	9,455	$419K	New
GSY Invesco Ultra Short Duration	0.05%	8,181	$411K	Add +34.0%
BAC Bank of America Corp. filed as BANK AMERICA CORP	0.05%	10,310	$409K	Reduce -1.5%
CRM Salesforce Inc.	0.05%	1,467	$402K	Add +87.6%
MMM 3M Co.	0.05%	2,819	$385K	Reduce -2.2%
INEQ Columbia Intl Eqty Inc. ETF	0.05%	11,927	$382K	New
TGRT T. Rowe Price Growth ETF	0.05%	10,567	$379K	New
XLF SS Financial Select Sector	0.05%	8,224	$373K	Reduce -25.0%
FLIN Franklin Ftse India ETF	0.05%	8,704	$365K	Reduce -24.9%
XLB SS Materials Select Sector	0.04%	3,714	$358K	Reduce -20.4%
KRE SS SPDR S&P Regional Bank	0.04%	6,307	$357K	Reduce -27.6%
TSLA Tesla Inc.	0.04%	1,348	$353K	No change
XLRE SS Real Estate Select Sector	0.04%	7,867	$351K	Reduce -0.4%
AMAT Applied Materials Inc.	0.04%	1,681	$340K	Reduce -43.6%
DVA Davita Inc.	0.04%	2,068	$339K	Add +0.4%
JPST JPMorgan Ultra-Short Income	0.04%	6,609	$335K	Reduce -20.9%
VO Vngrd Mrngstr MD-Cap ETF-Usd	0.04%	1,265	$334K	No change
QQQ Invesco QQQ Trust Series 1	0.04%	683	$333K	Reduce -1.7%
OSEA Harbor Intl Compounders ETF	0.04%	11,165	$323K	New
GOOGL Alphabet Inc. Class A	0.04%	1,929	$320K	New
URA Global X Uranium ETF	0.04%	11,090	$317K	Reduce -23.1%
JNJ Johnson & Johnson	0.04%	1,911	$310K	Add +1.3%
PULS Pgim Ultra Short Bond ETF	0.04%	6,187	$308K	Reduce -13.8%
DGRW Wisdomtree U.S. Quality Divi	0.04%	3,701	$308K	Reduce -3.8%
VTV Vanguard Mrngstr Val ETF-Aui	0.04%	1,743	$304K	Add +0.3%
VB Vanguard Most SM-Cap ETF-Usd	0.04%	1,267	$301K	No change
MRK Merck & Co. Inc.	0.04%	2,620	$298K	Add +0.4%
CVX Chevron Corp.	0.04%	2,007	$296K	Add +12.1%
ORCL Oracle Corp.	0.04%	1,710	$291K	No change
ABT Abbott Laboratories	0.04%	2,521	$287K	Reduce -8.4%
IWM iShares Russell 2000 ETF	0.03%	1,258	$278K	No change
QEMM State Street SPDR MSCI Emerg	0.03%	4,370	$275K	No change
ABBV Abbvie Inc.	0.03%	1,363	$269K	No change
IUSG iShares Core S&P U.S. Growth	0.03%	1,952	$258K	Reduce -4.0%
AVIG Avantis Core Fixed Income	0.03%	5,811	$247K	Reduce -4.0%
CAT Caterpillar Inc.	0.03%	620	$242K	No change
CHD Church & Dwight Co. Inc.	0.03%	2,294	$240K	Reduce -9.5%
DHS Wisdomtree US High Dividend	0.03%	2,525	$237K	Reduce -4.3%
DIVB iShares Core Dividend ETF	0.03%	4,666	$226K	Reduce -3.9%
SPY SS SPDR S&P 500 ETF Trust-US	0.03%	383	$220K	No change
PAA Plains All Amer Pipeline LP	0.03%	12,547	$218K	No change
USIG iShares Broad Usd Investment	0.03%	4,084	$215K	Reduce -2.9%
JPLD JPMorgan Ltd. Duration ETF	0.03%	3,986	$208K	Reduce -5.1%
PG The Procter & Gamble Co.	0.03%	1,197	$207K	New
LXRX Lexicon Pharmaceuticals Inc.	0.01%	40,640	$64K	No change
GNLX Genelux Corp.	0.01%	23,327	$55K	No change

Portfolio Sells Q3 2024 → Q4 2024


SPYG SS SPDR P S&P 500 Growth ETF	Reduce -5.8%	12.46%	−0.98
SPMB SS SPDR P Mort Back Bond ETF	Reduce -29.1%	1.61%	−0.68
HEFA Isha Curr Hedged MSCI Eafe	Sold out	0.00%	−0.38
FLIA Franklin International Aggre	Sold out	0.00%	−0.35
SPEM State Street SP PTF Em ETF	Reduce -13.0%	2.40%	−0.25
SPAB SS SPDR P Agg Bond ETF	Reduce -2.0%	8.12%	−0.24
LPLA LPL Financial Holdings Inc.	Reduce -0.6%	0.82%	−0.22
SPYM Ste STR SPDR PT S&P 500 ETF	Reduce -2.2%	11.12%	−0.21
BINC iShares Flex I A ETF-Usd Inc.	Sold out	0.00%	−0.19
IYW iShares Ustechnology ETF	Reduce -13.7%	0.78%	−0.16
SPTM SS SPDR P S&P 1500 Comp ETF	Reduce -15.9%	0.73%	−0.13
SPTL SS SPDR PF LNG TRM TSY E-Usd	Reduce -30.3%	0.30%	−0.12
GTO Invesco Total Return Bond Et	Reduce -1.5%	4.69%	−0.12
SPDW Ste STR SPDR PT DW Eu ETF	Reduce -3.6%	5.37%	−0.10
DNL Wisdmtree GB Ex-US QL GR-Usd	Sold out	0.00%	−0.07
GOVT iShares US Treasury Bond ETF	Reduce -13.5%	0.39%	−0.07
SPYV SS SPDR P S&P 500 Value ETF	Reduce -3.6%	10.36%	−0.06
DXJ Wisdomtree Japan Hedged Eq	Sold out	0.00%	−0.06
MDYG SS SPDR S&P 400 MC GR ETF	Reduce -2.4%	1.81%	−0.06
SPMD SS SPDR P S&P 400 Midcap ETF	Reduce -6.4%	1.06%	−0.06
XOP SS SPDR S&P Og Exp & Prod	Sold out	0.00%	−0.06
ITB iShares U.S. Home Constructi	Sold out	0.00%	−0.05
SPSM SS SPDR P S&P 600 Small Cap	Reduce -7.5%	1.42%	−0.05
PRF Invesco Rafi US 1000 ETF	Reduce -13.0%	0.41%	−0.05
PAVE Global X US Infrastructure	Reduce -22.9%	0.23%	−0.05
BA The Boeing Co.	Sold out	0.00%	−0.05
AMAT Applied Materials Inc.	Reduce -43.6%	0.04%	−0.05
IDHQ Invesco S&P International DE	Reduce -2.2%	1.63%	−0.05
XLK SS Technology Select Sector	Reduce -29.0%	0.09%	−0.04
EFIV SS SPDR S&P 500 ESG ETF	Sold out	0.00%	−0.04
PXH Inves Rafi Emer MRKT-Usd Inc.	Reduce -12.0%	0.34%	−0.04
SPBO SS SPDR P Corp. Bond ETF	Reduce -13.6%	0.22%	−0.04
XLC SS Comm Select Sector SPDR	Reduce -25.8%	0.09%	−0.03
DAL Delta Air Lines Inc.	Sold out	0.00%	−0.03
IQSI Nylim Cndrm Intrnt Eq ETF-Ui	Sold out	0.00%	−0.03
PXF Invesco Rafi Developed Marke	Reduce -8.5%	0.39%	−0.03
SPIP SS SPDR P Tips ETF	Reduce -27.8%	0.06%	−0.02
PFFD Global X US Preferred ETF	Reduce -2.2%	1.06%	−0.02
IBB iShares Biotechnology ETF	Reduce -22.8%	0.06%	−0.02
PRFZ Inv Rafi US 1500 SM-Usd Inc.	Reduce -11.9%	0.17%	−0.02
FLIN Franklin Ftse India ETF	Reduce -24.9%	0.05%	−0.02
URA Global X Uranium ETF	Reduce -23.1%	0.04%	−0.02
JPST JPMorgan Ultra-Short Income	Reduce -20.9%	0.04%	−0.01
SLYG SS SPDR S&P 600 SC GR ETF	Reduce -3.5%	2.38%	−0.01
XLF SS Financial Select Sector	Reduce -25.0%	0.05%	−0.01
KRE SS SPDR S&P Regional Bank	Reduce -27.6%	0.04%	−0.01
FLCH Franklin Ftse China ETF	Reduce -23.0%	0.08%	−0.01
XLB SS Materials Select Sector	Reduce -20.4%	0.04%	−0.01
VOO Vanguard S&P 500 ETF	Reduce -1.0%	1.28%	−0.01
PULS Pgim Ultra Short Bond ETF	Reduce -13.8%	0.04%	−0.01

Portfolio Buys Q3 2024 → Q4 2024


IVLU iShares MSCI International V	Add +182.3%	1.84%	+1.21
IUSB Ishr CR Unvrse Usd BD ETF-Ui	Add +51.8%	1.94%	+0.65
TOTL SS Doubleline TR Tact ETF	New	0.60%	+0.60
CGMS Cap Group US Multi-Sect Bond	New	0.34%	+0.34
IAGG iShares Intl Aggregate Bond	New	0.33%	+0.33
XCEM Columbia Em Core Ex-China	Add +35.9%	0.94%	+0.23
RECS Columbia Resear Enh Cor ETF	New	0.17%	+0.17
CGGO Cap Group Global Growth	New	0.12%	+0.12
CGDV Cap Group Dividend Value	New	0.12%	+0.12
CGGR Cap Group Growth Equity	New	0.11%	+0.11
PAAA Pgim Aaa Clo ETF	Add +57.9%	0.30%	+0.10
CGIE Cap Group Intl Equity	New	0.09%	+0.09
CGBL Cap Group Core Balanced	New	0.08%	+0.08
AXP American Express Co.	Add +16.3%	0.34%	+0.08
XLU St Sr Utl SL SE SPDR ETF-Usd	New	0.06%	+0.06
JGLO JPMorgan GLBL SLCT Eq ETF	New	0.06%	+0.06
QEFA STSR SPD MSC Eaf Stgfs-US Inc.	Add +1.7%	1.57%	+0.06
JBND JPMorgan Active Bond ETF	New	0.06%	+0.06
EQIN Columbia US Eqty Inc. ETF	New	0.06%	+0.06
SPLV Invesco S&P 500 Low Volatili	New	0.06%	+0.06
WMT Walmart Inc.	Add +19.0%	0.20%	+0.05
EUSB Ishr ESG Advn Universal BD-$	New	0.05%	+0.05
DYNF Ishrs US E F R A ETF-Usd Inc.	Add +2.3%	2.02%	+0.05
INEQ Columbia Intl Eqty Inc. ETF	New	0.05%	+0.05
TGRT T. Rowe Price Growth ETF	New	0.05%	+0.05
SPHQ Invesco S&P 500 Quality ETF	Add +1.4%	2.11%	+0.04
AAPL Apple Inc.	Add +3.6%	0.49%	+0.04
OSEA Harbor Intl Compounders ETF	New	0.04%	+0.04
GOOGL Alphabet Inc. Class A	New	0.04%	+0.04
JPEM JPM Diversified Ret Em Equit	Add +3.9%	1.02%	+0.03
AVUS Avantis U.S. Equity ETF	Add +7.9%	0.42%	+0.03
PG The Procter & Gamble Co.	New	0.03%	+0.03
CRM Salesforce Inc.	Add +87.6%	0.05%	+0.02
JPME JPM Diver Ret US MC Equity	Add +6.2%	0.21%	+0.02
V Visa Inc. Class A	Add +20.9%	0.12%	+0.02
IGV iShares Expanded Tech-Softwa	Add +26.9%	0.10%	+0.02
PRU Prudential Financial Inc.	Add +37.8%	0.07%	+0.02
JMBS Janus Henderson Mortg Backed	Add +4.2%	0.43%	+0.01
WM Waste Management Inc.	Add +26.2%	0.09%	+0.01
PDN Inv Rafi Dev MKT US SM-Usdin	Add +1.4%	0.27%	+0.01
HD Home Depot Inc.	Add +0.3%	0.10%	+0.01
GSY Invesco Ultra Short Duration	Add +34.0%	0.05%	+0.01
GSLC Goldman Activebeta US LC ETF	Add +18.6%	0.06%	+0.01
NURE Nuveen Shortterm REIT ETF	Add +8.2%	0.07%	+0.01
JPSE JPM Diversified RT Small Cap	Add +0.1%	0.16%	+0.01
IJR iShares Core S&P Small-Cap E	Add +0.1%	0.14%	+0.01
DVA Davita Inc.	Add +0.4%	0.04%	+0.00
JNJ Johnson & Johnson	Add +1.3%	0.04%	+0.00
VTV Vanguard Mrngstr Val ETF-Aui	Add +0.3%	0.04%	+0.00
QPFF American Century Qual Pref	Add +1.0%	0.08%	+0.00

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	169	$1.2B	SPYM, SPYG, SPYV, SPDW, CGBL
Q1 2026	166	$1.0B	SPYG, SPYV, SPYM, DYNF, SPDW
Q4 2025	175	$1.1B	SPYG, SPYV, SPYM, DYNF, SPDW
Q3 2025	147	$904.7M	SPYG, SPYV, SPYM, SPAB, DYNF
Q2 2025	156	$822.9M	SPYG, SPYM, SPYV, SPAB, SPDW
Q1 2025	149	$828.9M	SPYG, SPYM, SPYV, SPAB, SPDW
Q4 2024	141	$806.9M	SPYG, SPYM, SPYV, SPAB, SPDW
Q3 2024	132	$767.2M	SPYG, SPYM, SPYV, SPAB, SPDW
Q2 2024	129	$727.0M	SPYG, SPYM, SPYV, SPAB, SPDW
Q1 2024	129	$743.1M	SPYG, SPYM, SPYV, SPAB, SPDW