Rmr Wealth Builders Spdr Ser Tr Fds Spdr Portfolio Transaction History

Rmr Wealth Builders

  • $1.08 Billion
  • Q2 2025

A detailed history of Rmr Wealth Builders transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Rmr Wealth Builders holds 19,795 shares of SPDW stock, worth $862,666. This represents 0.07% of its overall portfolio holdings.

Number of Shares
19,795
Previous 14,719 34.49%
Holding current value
$862,666
Previous $540,000 48.33%
% of portfolio
0.07%
Previous 0.06%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 08, 2025
BUY
$32.66 - $40.75 $165,782 - $206,847
5,076 Added 34.49%
19,795 $801,000
Q4 2024

Jan 10, 2025
BUY
$34.13 - $37.35 $129,830 - $142,079
3,804 Added 34.85%
14,719 $502,000
Q3 2024

Oct 21, 2024
BUY
$33.74 - $37.96 $368,272 - $414,333
10,915 New
10,915 $409,000
Q2 2021

Aug 16, 2021
SELL
$35.87 - $38.34 $109,403 - $116,937
-3,050 Closed
0 $0
Q1 2021

May 13, 2021
BUY
$33.6 - $35.9 $102,480 - $109,495
3,050 New
3,050 $108,000
Q4 2020

Feb 09, 2021
SELL
$28.3 - $34.03 $194,845 - $234,296
-6,885 Closed
0 $0
Q3 2020

Nov 13, 2020
BUY
$27.73 - $30.19 $190,921 - $207,858
6,885 New
6,885 $201,000

Others Institutions Holding SPDW

# of Institutions
1,148
Shares Held
575M
Call Options Held
500
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

SPDW Quotes by TradingView
  • Ticker SPDW
  • Sector ETFs
  • Industry ETFs
More about SPDW
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