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SPDR Barclays Capital Mortgage Back ETF shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning 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 Comprehensive Financial Planning 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7k 341 22.44
2025-06-30 $7.5k 341 22.10
2025-03-31 $7.5k 341 22.05
2024-12-31 $7.3k 341 21.55

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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