SPDR Barclays Capital Mortgage Back ETF shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of SPDR Barclays Capital Mortgage Back ETF (SPMB) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in SPDR Barclays Capital Mortgage Back ETF
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Quarterly reported holdings in SPDR Barclays Capital Mortgage Back ETF by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $488k | 22k | 22.10 |
| 2025-03-31 | $492k | 22k | 22.05 |
| 2024-12-31 | $481k | 22k | 21.55 |
| 2024-09-30 | $420k | 19k | 22.53 |
| 2023-09-30 | $629k | 30k | 20.80 |
| 2023-06-30 | $664k | 30k | 21.91 |
| 2023-03-31 | $678k | 31k | 22.18 |
| 2022-12-31 | $706k | 33k | 21.70 |
| 2022-09-30 | $836k | 39k | 21.46 |
| 2022-06-30 | $897k | 39k | 22.85 |
| 2022-03-31 | $891k | 37k | 23.96 |
| 2021-12-31 | $1.5M | 58k | 25.38 |
More positions owned by Congress Wealth Management LLC / DE /
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