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Spdr Series Trust shares owned by RMR Wealth Builders

Quarter-by-quarter ownership of Spdr Series Trust (XSW) shares owned by RMR Wealth Builders from 13F filings

Historical chart of RMR Wealth Builders investment in Spdr Series Trust

Tip: Access up to 7 years of quarterly data

All positions including Spdr Series Trust held by RMR Wealth Builders consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Spdr Series Trust by RMR Wealth Builders

Quarter filed Position value Share count Share price at filing
2025-09-30 $424k 2.1k 197.80
2025-06-30 $407k 2.1k 189.86
2025-03-31 $344k 2.2k 159.87

More positions owned by RMR Wealth Builders

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 1000 Val Etf (IWD)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)

View all positions for RMR Wealth Builders

Top funds holding Spdr Series Trust

Morgan Stanley
LPL Financial
McGuire Investment Group
Wells Fargo & Company
UBS Group
Raymond James Financial
BlackRock
Two Sigma Investments
Ameriprise Financial
Thrivent Financial for Lutherans
Essex
Fil
Ieq Capital
Mml Investors Services
CI Private Wealth

View all funds holding Spdr Series Trust