RWB
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RMR Wealth Builders’s State Street SPDR S&P 500 ETF Trust SPY Stock Holding History

RMR Wealth Builders’s Portfolio SPY Stock Details SPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1M Buy
17,544
+58
+0.3% +$42K 0.81% 23
2026
Q1 		$11.4M Sell
17,486
-82
-0.5% -$55.8K 0.9% 21
2025
Q4 		$12M Buy
17,568
+1,445
+9% +$977K 0.96% 21
2025
Q3 		$10.7M Sell
16,123
-6
-0% -$3.85K 0.9% 21
2025
Q2 		$9.97M Buy
16,129
+822
+5% +$470K 0.91% 22
2025
Q1 		$8.56M Sell
15,307
-1,367
-8% -$803K 0.9% 20
2024
Q4 		$9.77M Sell
16,674
-270
-2% -$159K 1.01% 20
2024
Q3 		$9.72M Sell
16,944
-997
-6% -$551K 1.03% 21
2024
Q2 		$9.76M Sell
17,941
-309
-2% -$162K 1.12% 21
2024
Q1 		$9.55M Buy
18,250
+710
+4% +$353K 1.15% 19
2023
Q4 		$8.34M Sell
17,540
-2,003
-10% -$892K 1.17% 19
2023
Q3 		$8.35M Buy
19,543
+1,047
+6% +$466K 1.33% 16
2023
Q2 		$8.2M Buy
18,496
+769
+4% +$323K 1.39% 16
2023
Q1 		$7.26M Buy
17,727
+1,452
+9% +$579K 1.38% 15
2022
Q4 		$6.22M Buy
16,275
+1,075
+7% +$413K 1.41% 15
2022
Q3 		$5.43M Buy
15,200
+1,518
+11% +$603K 1.33% 17
2022
Q2 		$5.16M Buy
13,682
+137
+1% +$56.1K 1.29% 19
2022
Q1 		$6.12M Buy
13,545
+815
+6% +$363K 1.31% 20
2021
Q4 		$6.05M Sell
12,730
-22
-0.2% -$10.1K 1.74% 16
2021
Q3 		$5.47M Buy
12,752
+1,712
+16% +$755K 1.61% 11
2021
Q2 		$4.74M Sell
11,040
-449
-4% -$187K 1.55% 11
2021
Q1 		$4.55M Buy
11,489
+6,060
+112% +$2.34M 1.18% 12
2020
Q4 		$2.03M Sell
5,429
-12,047
-69% -$4.27M 1% 17
2020
Q3 		$5.85M Buy
17,476
+14,683
+526% +$4.87M 1.52% 12
2020
Q2 		$861K Buy
+2,793
New +$818K 0.77% 33
2019
Q4 		$772K Buy
+2,400
New +$739K 0.74% 31

Other funds holding SPY

TAM
Trust Asset Management Houston, Texas $1.61B AUM 29.06% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
EIP
Easterly Investment Partners Beverly, Massachusetts $1.97B AUM 25.87% 1-Year Est. Return
GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CCA
Catalyst Capital Advisors Huntington, New York $6.03B AUM 24.5% 1-Year Est. Return
MRC
Millburn Ridgefield Corp New York $5.28B AUM 21.66% 1-Year Est. Return
MMA
Mizuho Markets Americas New York $6.37B AUM 47.14% 1-Year Est. Return

RMR Wealth Builders's SPY Position: Q2 2026 in Review

RMR Wealth Builders increased its State Street SPDR S&P 500 ETF Trust (SPY) stake by 0.33% in Q2 2026, buying an estimated $42K and bringing the position to 17,544 shares worth $13.1M. The position accounts for 0.81% of the portfolio, ranked #23.

RMR Wealth Builders first reported a position in SPY in Q4 2019 and has held it in 26 quarters since. 1,680 funds tracked by Wall St. Rank hold SPY as of Q2 2026.

  • RMR Wealth Builders held 17,544 shares of State Street SPDR S&P 500 ETF Trust worth $13.1M as of Q2 2026.
  • RMR Wealth Builders bought 58 State Street SPDR S&P 500 ETF Trust shares in Q2 2026, an estimated $42K.
  • State Street SPDR S&P 500 ETF Trust made up 0.81% of RMR Wealth Builders's portfolio in Q2 2026, its #23 holding.
  • RMR Wealth Builders first reported a position in State Street SPDR S&P 500 ETF Trust in Q4 2019 and has held it in 26 quarters since.
  • 1,680 funds tracked by Wall St. Rank held State Street SPDR S&P 500 ETF Trust as of Q2 2026.

Based on RMR Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.