SELECT SECTOR SPDR TR

Ticker: XLF CUSIP: 81369Y605 Class: FINANCIAL

RMR Wealth Builders's Holding History (CIK: 0001803848)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 17,575 Value ($000) $963 Avg Close — Range —
Q3 2025
Shares 25,548 Value ($000) $1,376 Avg Close — Range —
Q2 2025
Shares 25,524 Value ($000) $1,337 Avg Close — Range —
Q1 2025
Shares 25,737 Value ($000) $1,282 Avg Close — Range —
Q4 2024
Shares 22,861 Value ($000) $1,105 Avg Close — Range —
Q3 2024
Shares 23,088 Value ($000) $1,046 Avg Close — Range —
Q2 2024
Shares 24,431 Value ($000) $1,004 Avg Close — Range —
Q1 2024
Shares 13,217 Value ($000) $557 Avg Close — Range —
Q4 2023
Shares 14,921 Value ($000) $561 Avg Close — Range —
Q3 2023
Shares 34,007 Value ($000) $1,128 Avg Close — Range —
Q2 2023
Shares 34,548 Value ($000) $1,165 Avg Close — Range —
Q1 2023
Shares 43,083 Value ($000) $1,385 Avg Close — Range —
Q4 2022
Shares 51,106 Value ($000) $1,748 Avg Close — Range —
Q3 2022
Shares 52,968 Value ($000) $1,608 Avg Close — Range —
Q2 2022
Shares 55,065 Value ($000) $1,732 Avg Close — Range —
Q1 2022
Shares 52,786 Value ($000) $2,023 Avg Close — Range —
Q4 2021
Shares 48,608 Value ($000) $1,898 Avg Close — Range —
Q3 2021
Shares 42,980 Value ($000) $1,613 Avg Close — Range —
Q2 2021
Shares 34,018 Value ($000) $1,248 Avg Close — Range —
Q1 2021
Shares 34,141 Value ($000) $1,163 Avg Close — Range —
Q4 2020
Shares 18,034 Value ($000) $532 Avg Close — Range —
Q3 2020
Shares 17,651 Value ($000) $425 Avg Close — Range —
Q2 2020
Shares 756 Value ($000) $17 Avg Close — Range —
Q4 2019
Shares 967 Value ($000) $30 Avg Close — Range —