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SPDR Barclays Capital Mortgage Back ETF shares owned by Journey Retirement Planning & Investment Management

Quarter-by-quarter ownership of SPDR Barclays Capital Mortgage Back ETF (SPMB) shares owned by Journey Retirement Planning & Investment Management from 13F filings

Historical chart of Journey Retirement Planning & Investment Management 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 Journey Retirement Planning & Investment Management 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 Journey Retirement Planning & Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $205k 9.1k 22.39
2025-12-31 $826k 37k 22.42

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View all positions for Journey Retirement Planning & Investment Management

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Financial Engines Advisors L.L.C
LPL Financial
Stifel Financial
Benjamin Edwards
State Street Corporation
Ameriprise Financial
Confluence Investment Management
CX Institutional
CWM
Bank of America Corporation
Advisory Alpha
Morgan Stanley
Assetmark
Compton Financial Group
Independent Advisor Alliance

View all funds holding SPDR Barclays Capital Mortgage Back ETF