XLC — SELECT SECTOR SPDR TR

Ownership history in RMR Wealth Builders  ·  10 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in SELECT SECTOR SPDR TR (XLC). 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
0.07% (2024 Q1)
Avg. % of fund
0.04%
First filed
2023 Q2
Last filed
2025 Q3
Quarters held
10
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 3,200 +3 +0.1% 0.03% $379K $117.99
2025 Q2 REDUCED 3,197 -112 -3.4% 0.03% $347K $107.80
2025 Q1 ADDED 3,309 +771 +30.4% 0.03% $319K $95.57
2024 Q4 REDUCED 2,538 -3 -0.1% 0.03% $246K $95.65
6 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    XLC price (monthly, adj. close)

Other funds also holding XLC

As of 2025 Q4 — sorted by position size

Main Management ETF Advisors, LLC 3Y 7Y 13.11% Main Management Fund Advisors LLC 3Y 9.94% INNEALTA CAPITAL, LLC 3Y 7Y 9.44% IMZ Advisory Inc 8.81% Anfield Capital Management, LLC 3Y 8.58% THEORY FINANCIAL LLC 3Y 8.14% Main Management LLC 3Y 7Y 7.66% Bellwether Advisors, LLC 3Y 7.65% WestEnd Advisors, LLC 3Y 7Y 7.64% Algorithmic Investment Models, LLC 3Y 6.01%
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