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&P500 ETF TRUST TRUST UNIT DEPOSITARY RECEIPT (SPY). 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 | ADDED | 17,568 | +1,445 | +9.0% | 0.96% | $12.0M | $680.06 |
| 2025 Q3 | REDUCED | 16,123 | -6 | -0.0% | 0.90% | $10.7M | $662.41 |
| 2025 Q2 | ADDED | 16,129 | +822 | +5.4% | 0.91% | $10.0M | $612.65 |
| 2025 Q1 | REDUCED | 15,307 | -1,367 | -8.2% | 0.90% | $8.6M | $553.05 |
| 2024 Q4 | REDUCED | 16,674 | -270 | -1.6% | 1.02% | $9.8M | $577.70 |
| 2024 Q3 | REDUCED | 16,944 | -997 | -5.6% | 1.03% | $9.7M | $563.66 |
| 2024 Q2 | REDUCED | 17,941 | -309 | -1.7% | 1.12% | $9.8M | $533.00 |
| 2024 Q1 | ADDED | 18,250 | +710 | +4.0% | 1.15% | $9.5M | $510.64 |
| 2023 Q4 | REDUCED | 17,540 | -2,003 | -10.2% | 1.17% | $8.3M | $462.58 |
| 2023 Q3 | ADDED | 19,543 | +1,047 | +5.7% | 1.33% | $8.4M | $414.35 |
As of 2025 Q4 — sorted by position size