Ownership history in RMR Wealth Builders · 24 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (MDY). 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 Q4 | REDUCED | 14,395 | -510 | -3.4% | 0.69% | $8.7M | $601.80 |
| 2025 Q3 | ADDED | 14,905 | +219 | +1.5% | 0.74% | $8.9M | $592.43 |
| 2025 Q2 | ADDED | 14,686 | +323 | +2.2% | 0.76% | $8.3M | $561.55 |
| 2025 Q1 | ADDED | 14,363 | +113 | +0.8% | 0.81% | $7.7M | $527.12 |
| 2024 Q4 | ADDED | 14,250 | +224 | +1.6% | 0.84% | $8.1M | $561.43 |
| 2024 Q3 | REDUCED | 14,026 | -163 | -1.1% | 0.85% | $8.0M | $559.45 |
| 2024 Q2 | ADDED | 14,189 | +132 | +0.9% | 0.87% | $7.6M | $523.98 |
| 2024 Q1 | ADDED | 14,057 | +78 | +0.6% | 0.95% | $7.8M | $542.82 |
| 2023 Q4 | ADDED | 13,979 | +1,099 | +8.5% | 1.00% | $7.1M | $494.06 |
| 2023 Q3 | ADDED | 12,880 | +488 | +3.9% | 0.94% | $5.9M | $443.00 |
As of 2025 Q4 — sorted by position size