Holistic Planning »

SPDR Barclays Capital Mortgage Back ETF shares owned by Holistic Planning

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

Historical chart of Holistic 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 Holistic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in SPDR Barclays Capital Mortgage Back ETF by Holistic Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.4M 65k 22.31

More positions owned by Holistic Planning

Ea Series Trust Strive 500 Etf (STXF)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ea Series Trust Strive Enhanced (BUXX)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Avantis Us Larg (AVLC)
Ea Series Trust Stri 1000 Va Etf (STXV)
Ea Series Trust Strive 1000 Grwt (STXG)
First Tr Exchange-traded Vest Laddered (ACYN)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Govt Mone Ma Etf (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)

View all positions for Holistic Planning

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Financial Engines Advisors L.L.C
LPL Financial
State Street Corporation
Stifel Financial
Benjamin Edwards
Ameriprise Financial
Confluence Investment Management
CX Institutional
CWM
Bank of America Corporation
Advisory Alpha
Assetmark
Goldman Sachs Group
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Mortgage Back ETF