Spdr S&p 500 Etf shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Spdr S&p 500 Etf (SPY) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Spdr S&p 500 Etf
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Quarterly reported holdings in Spdr S&p 500 Etf by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.5M | 18k | 523.06 |
| 2023-12-31 | $8.3M | 18k | 475.32 |
| 2023-09-30 | $8.4M | 20k | 427.49 |
| 2023-06-30 | $8.2M | 19k | 443.28 |
| 2023-03-31 | $7.3M | 18k | 409.39 |
| 2022-12-31 | $6.2M | 16k | 382.43 |
| 2022-09-30 | $5.4M | 15k | 357.17 |
| 2022-06-30 | $5.2M | 14k | 377.21 |
| 2022-03-31 | $6.1M | 14k | 451.68 |
| 2021-12-31 | $6.0M | 13k | 474.94 |
| 2021-09-30 | $5.5M | 13k | 429.19 |
| 2021-06-30 | $4.7M | 11k | 429.35 |
| 2021-03-31 | $4.6M | 12k | 396.29 |
| 2020-12-31 | $2.0k | 138 | 14.74 |
| 2020-09-30 | $5.9M | 18k | 334.86 |
| 2020-06-30 | $861k | 2.8k | 308.29 |
| 2019-12-31 | $772k | 2.4k | 321.67 |