Ownership history in RMR Wealth Builders Β· 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 β sourced directly from SEC EDGAR 13F filings.
π RMR Wealth Builders underperformed the S&P 500 by β12.6% annually on this SPSM position. Timing score: 67% (2/3 decisions correct). Average cost basis: $44.00. Maximum drawdown during holding period: β8.9%.
β Significantly underperformed the S&P 500 by 12.6% ann.
3 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $40.08 (2025 Q1) Β· Worst: $45.93 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size