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SPDR Barclays Capital Mortgage Back ETF shares owned by Adams Wealth Management

Quarter-by-quarter ownership of SPDR Barclays Capital Mortgage Back ETF (SPMB) shares owned by Adams Wealth Management from 13F filings

Historical chart of Adams Wealth Management investment in SPDR Barclays Capital Mortgage Back ETF

Tip: Access up to 7 years of quarterly data

All positions including SPDR Barclays Capital Mortgage Back ETF held by Adams Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Barclays Capital Mortgage Back ETF by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 80k 22.44
2025-06-30 $2.0M 90k 22.10

More positions owned by Adams Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr Core S&p500 Etf (IVV)
Spinnaker Etf Series Select Stoxx Eur (EUAD)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Msci Sth Kor Etf (EWY)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Portfolio S&p500 (SPLG)
Schwab Strategic Tr Mortgage Backed (SMBS)
Select Sector Spdr Tr Technology (XLK)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Spdr Series Trust S&p Semicndctr (XSD)
Kraneshares Trust Quadrtc Int Rt (IVOL)
Ishares Msci Italy Etf (EWI)

View all positions for Adams Wealth Management

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Financial Engines Advisors L.L.C
LPL Financial
Stifel Financial
Benjamin Edwards
Confluence Investment Management
Ameriprise Financial
State Street Corporation
CX Institutional
CWM
Advisory Alpha
Compton Financial Group
Strategic Financial Concepts
Assetmark
Zurich Insurance Group Ltd/FI
Morgan Stanley

View all funds holding SPDR Barclays Capital Mortgage Back ETF