SPSM — SPDR SER TR

Ownership history in RMR Wealth Builders  ·  4 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in SPDR SER TR (SPSM). 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.

Peak position
0.04% (2024 Q4)
Avg. % of fund
0.04%
First filed
2024 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 9,470 +37 +0.4% 0.04% $439K $45.93
2025 Q2 ADDED 9,433 +41 +0.4% 0.04% $402K $42.08
2025 Q1 ADDED 9,392 +34 +0.4% 0.04% $383K $40.08
2024 Q4 INITIATED 9,358 — — 0.04% $420K $44.01
% of Fund (quarterly)    SPSM price (monthly, adj. close)

Other funds also holding SPSM

As of 2025 Q4 — sorted by position size

Pinnacle Wealth Planning Services, Inc. 3Y 7Y 8.85% Leicht Financial Planning & Wealth Management, Inc. 3Y 7Y 8.0% Taylor & Morgan Wealth Management, LLC 3Y 7.28% Compton Financial Group, LLC 3Y 6.43% MASON STREET ADVISORS, LLC 3Y 7Y 5.97% TPG Financial Advisors, LLC 3Y 7Y 4.99% Strategic Financial Planning, Inc. 3Y 4.76% Peterson Wealth Advisors, LLC 3Y 7Y 4.49% Montz Harcus Wealth Management LLC 3Y 4.49% Evernest Financial Advisors, LLC 4.31%
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