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SPDR Barclays Capital Mortgage Back ETF shares owned by Ascent Group

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

Historical chart of Ascent Group 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 Ascent Group 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 Ascent Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $368k 16k 22.44
2025-06-30 $340k 15k 22.10
2025-03-31 $362k 16k 22.05
2024-12-31 $459k 21k 21.55
2024-09-30 $512k 23k 22.53
2024-06-30 $502k 23k 21.57
2024-03-31 $490k 23k 21.72
2023-06-30 $322k 15k 21.58
2023-03-31 $313k 14k 22.18

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View all positions for Ascent Group

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