Ownership history in RMR Wealth Builders · 9 quarters on record
This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in SELECT SECTOR SPDR TR (XLI). 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 Q3 | ADDED | 2,832 | +2 | +0.1% | 0.04% | $437K | $153.70 |
| 2025 Q2 | REDUCED | 2,830 | -86 | -2.9% | 0.04% | $417K | $146.41 |
| 2025 Q1 | REDUCED | 2,916 | -99 | -3.3% | 0.04% | $382K | $129.69 |
| 2024 Q4 | ADDED | 3,015 | +123 | +4.3% | 0.04% | $397K | $129.97 |
| 2024 Q3 | REDUCED | 2,892 | -3,684 | -56.0% | 0.04% | $392K | $132.94 |
| 2024 Q2 | ADDED | 6,576 | +2,553 | +63.5% | 0.09% | $801K | $119.23 |
| 2024 Q1 | ADDED | 4,023 | +413 | +11.4% | 0.06% | $507K | $122.81 |
| 2023 Q4 | ADDED | 3,610 | +134 | +3.9% | 0.06% | $412K | $110.80 |
| 2023 Q1 | INITIATED | 3,476 | — | — | 0.07% | $352K | $97.02 |
As of 2025 Q4 — sorted by position size