Rmr Wealth Builders Financial Sector Spdr Transaction History

Rmr Wealth Builders

$1.08 Billion
Q2 2025

A detailed history of Rmr Wealth Builders transactions in Financial Sector Spdr stock. As of the latest transaction made, Rmr Wealth Builders holds 25,524 shares of XLF stock, worth $1.33 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

25,524

Previous 25,737 0.83%

Holding current value

$1.33 Million

Previous $1.27 Million 5.53%

% of portfolio

0.12%

Previous 0.14%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	$43.92 - $52.37 $9,354 - $11,154	-213 Reduced 0.83%	25,524 $1.34 Million
Q1 2025 Apr 16, 2025	BUY	$47.32 - $52.19 $136,092 - $150,098	2,876 Added 12.58%	25,737 $1.27 Million
Q4 2024 Jan 10, 2025	SELL	$44.89 - $51.34 $10,190 - $11,654	-227 Reduced 0.98%	22,861 $1.1 Million
Q3 2024 Oct 21, 2024	SELL	$40.84 - $45.74 $54,848 - $61,428	-1,343 Reduced 5.5%	23,088 $1.05 Million
Q2 2024 Jul 23, 2024	BUY	$39.59 - $42.49 $443,962 - $476,482	11,214 Added 84.85%	24,431 $1 Million
Q1 2024 Apr 15, 2024	SELL	$37.27 - $42.12 $63,508 - $71,772	-1,704 Reduced 11.42%	13,217 $556,000
Q4 2023 Feb 06, 2024	SELL	$31.45 - $37.72 $600,254 - $719,923	-19,086 Reduced 56.12%	14,921 $561,000
Q3 2023 Oct 23, 2023	SELL	$33.17 - $35.6 $17,944 - $19,259	-541 Reduced 1.57%	34,007 $1.13 Million
Q2 2023 Jul 21, 2023	SELL	$31.55 - $33.71 $269,279 - $287,714	-8,535 Reduced 19.81%	34,548 $1.16 Million
Q1 2023 Apr 11, 2023	SELL	$30.98 - $37.0 $248,552 - $296,851	-8,023 Reduced 15.7%	43,083 $1.39 Million
Q4 2022 Feb 02, 2023	SELL	$30.29 - $36.31 $56,399 - $67,609	-1,862 Reduced 3.52%	51,106 $1.75 Million
Q3 2022 Nov 08, 2022	SELL	$30.36 - $35.81 $63,664 - $75,093	-2,097 Reduced 3.81%	52,968 $1.61 Million
Q2 2022 Aug 02, 2022	BUY	$30.84 - $38.22 $70,284 - $87,103	2,279 Added 4.32%	55,065 $1.73 Million
Q1 2022 May 13, 2022	BUY	$35.66 - $41.42 $148,987 - $173,052	4,178 Added 8.6%	52,786 $2.02 Million
Q4 2021 Feb 02, 2022	BUY	$37.54 - $40.62 $211,275 - $228,609	5,628 Added 13.09%	48,608 $1.9 Million
Q3 2021 Oct 18, 2021	BUY	$35.11 - $39.0 $314,655 - $349,518	8,962 Added 26.34%	42,980 $1.61 Million
Q2 2021 Aug 16, 2021	SELL	$34.47 - $38.47 $4,239 - $4,731	-123 Reduced 0.36%	34,018 $1.25 Million
Q1 2021 May 13, 2021	BUY	$28.95 - $34.77 $466,297 - $560,040	16,107 Added 89.31%	34,141 $1.16 Million
Q4 2020 Feb 26, 2021	BUY	$23.61 - $29.48 $333,538 - $416,463	14,127 Added 361.58%	18,034 $532,000
Q4 2020 Feb 09, 2021	SELL	$23.61 - $29.48 $324,495 - $405,173	-13,744 Reduced 77.87%	3,907 $532,000
Q3 2020 Nov 13, 2020	BUY	$22.68 - $25.49 $383,178 - $430,653	16,895 Added 2234.79%	17,651 $425,000
Q2 2020 Aug 19, 2020	SELL	$19.55 - $26.74 $4,125 - $5,642	-211 Reduced 21.82%	756 $17,000
Q4 2019 Mar 03, 2020	BUY	$26.78 - $30.94 $25,896 - $29,918	967 New	967 $30,000

Others Institutions Holding XLF

# of Institutions

2,123

Shares Held

993M

Call Options Held

181M

Put Options Held

247M

View Full List

About FINANCIAL SECTOR SPDR

Ticker XLF
Sector ETFs
Industry ETFs

More about XLF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Rmr Wealth Builders, based on Form 13F filings with the SEC.

News

Stay updated on Rmr Wealth Builders with notifications on news.

Account

Rmr Wealth Builders Financial Sector Spdr Transaction History