SPDR Barclays Capital Mortgage Back ETF shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of SPDR Barclays Capital Mortgage Back ETF (SPMB) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in SPDR Barclays Capital Mortgage Back ETF
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All positions including SPDR Barclays Capital Mortgage Back ETF held by Concord Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR Barclays Capital Mortgage Back ETF by Concord Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $503k | 22k | 22.53 |
2024-06-30 | $767k | 36k | 21.57 |
2024-03-31 | $1.2M | 53k | 21.72 |
2023-12-31 | $1.6M | 72k | 22.07 |
2023-09-30 | $2.0M | 97k | 20.80 |
2023-06-30 | $3.2M | 148k | 21.91 |
2023-03-31 | $3.3M | 148k | 22.18 |
2022-12-31 | $5.2M | 242k | 21.70 |
2022-09-30 | $12M | 575k | 21.45 |
2022-06-30 | $14M | 601k | 22.85 |
2022-03-31 | $14M | 591k | 23.96 |
2021-12-31 | $17M | 675k | 25.38 |
2021-09-30 | $16M | 602k | 25.72 |
2021-06-30 | $20M | 769k | 25.86 |
2021-03-31 | $15M | 573k | 25.93 |
2020-12-31 | $68k | 2.6k | 26.56 |
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