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SPDR Barclays Capital Mortgage Back ETF shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts 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 Integrated Wealth Concepts 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 Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.8M 168k 22.44
2025-06-30 $3.5M 157k 22.10
2025-03-31 $3.4M 152k 22.05
2024-12-31 $2.5M 118k 21.55
2024-09-30 $2.6M 116k 22.53
2024-06-30 $2.3M 106k 21.57
2024-03-31 $2.4M 111k 21.72
2023-09-30 $3.7M 177k 20.80
2023-06-30 $4.1M 187k 21.91
2023-03-31 $4.5M 202k 22.18
2022-12-31 $2.6M 118k 21.70
2022-09-30 $2.5M 118k 21.45
2022-06-30 $2.9M 126k 22.85
2022-03-31 $5.1M 215k 23.96
2021-12-31 $3.4M 132k 25.38
2021-09-30 $3.5M 136k 25.72
2021-06-30 $5.4M 210k 25.86