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SPDR Barclays Capital Mortgage Back ETF shares owned by KWB Wealth

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

Historical chart of KWB Wealth 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 KWB Wealth 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $18M 816k 21.57
2024-06-30 $17M 787k 21.72
2024-03-31 $17M 802k 21.72
2023-12-31 $16M 744k 22.07
2023-09-30 $16M 724k 21.91
2023-06-30 $16M 729k 21.91
2023-03-31 $16M 723k 21.70
2022-12-31 $15M 706k 21.70
2022-09-30 $31M 1.4M 21.45
2022-06-30 $32M 1.4M 22.85
2022-03-31 $41M 1.6M 25.38
2021-12-31 $41M 1.6M 25.38
2021-09-30 $40M 1.6M 25.72
2021-06-30 $33M 1.3M 25.93
2021-03-31 $33M 1.3M 25.93
2020-12-31 $30M 1.1M 26.42

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Exc Total Return (GTO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)

View all positions for KWB Wealth

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Financial Engines Advisors L.L.C
LPL Financial
Townsquare Capital
State Street Corporation
Stifel Financial
Confluence Investment Management
Bank of America Corporation
Benjamin Edwards
Benjamin F. Edwards & Company
CWM
Zurich Insurance Group Ltd/FI
Hirtle Callaghan & Co
Assetmark
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding SPDR Barclays Capital Mortgage Back ETF