XSW — SPDR SER TR

Ownership history in RMR Wealth Builders  ·  3 quarters on record

This page tracks every 13F SEC filing in which RMR Wealth Builders reported a position in SPDR SER TR (XSW). 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% (2025 Q2)
Avg. % of fund
0.04%
First filed
2025 Q1
Last filed
2025 Q3
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 2,144 — 0% 0.04% $424K $197.76
2025 Q2 REDUCED 2,144 -9 -0.4% 0.04% $407K $189.82
2025 Q1 INITIATED 2,153 — — 0.04% $344K $159.80
% of Fund (quarterly)    XSW price (monthly, adj. close)

Other funds also holding XSW

As of 2025 Q4 — sorted by position size

McGuire Investment Group, LLC 3Y 7Y 1.33% Essex LLC 3Y 0.88% Dale Q Rice Investment Management Ltd 0.55% Bawa N Mallick Trust 0.35% FIFTH THIRD SECURITIES, INC. 3Y 7Y 0.28% Kaizen Financial Strategies 3Y 0.22% Newbridge Financial Services Group, Inc. 3Y 0.21% MWA Asset Management 0.19% V2 Financial group LLC 0.18% Quantum Private Wealth, LLC 3Y 0.16%
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