Financial Select Sector SPDR shares owned by RMR Wealth Builders
Quarter-by-quarter ownership of Financial Select Sector SPDR (XLF) shares owned by RMR Wealth Builders
from 13F filings
Historical chart of RMR Wealth Builders investment in Financial Select Sector SPDR
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Quarterly reported holdings in Financial Select Sector SPDR by RMR Wealth Builders
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 26k | 53.87 |
| 2025-06-30 | $1.3M | 26k | 52.37 |
| 2025-03-31 | $1.3M | 26k | 49.81 |
| 2024-12-31 | $1.1M | 23k | 48.33 |
| 2024-09-30 | $1.0M | 23k | 45.32 |
| 2024-06-30 | $1.0M | 24k | 41.11 |
| 2024-03-31 | $557k | 13k | 42.12 |
| 2023-12-31 | $561k | 15k | 37.60 |
| 2023-09-30 | $1.1M | 34k | 33.17 |
| 2023-06-30 | $1.2M | 35k | 33.71 |
| 2023-03-31 | $1.4M | 43k | 32.15 |
| 2022-12-31 | $1.7M | 51k | 34.20 |
| 2022-09-30 | $1.6M | 53k | 30.36 |
| 2022-06-30 | $1.7M | 55k | 31.45 |
| 2022-03-31 | $2.0M | 53k | 38.32 |
| 2021-12-31 | $1.9M | 49k | 39.05 |
| 2021-09-30 | $1.6M | 43k | 37.53 |
| 2021-06-30 | $1.2M | 34k | 36.69 |
| 2021-03-31 | $1.2M | 34k | 34.06 |
| 2020-12-31 | $532 | 3.9k | 0.14 |
| 2020-09-30 | $425k | 18k | 24.08 |
| 2020-06-30 | $17k | 756 | 23.06 |
| 2019-12-31 | $30k | 967 | 31.02 |