Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Measured Wealth Private Client Group »

SPDR Barclays Capital Mortgage Back ETF shares owned by Measured Wealth Private Client Group

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

Historical chart of Measured Wealth Private Client Group 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 Measured Wealth Private Client Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Quarterly reported holdings in SPDR Barclays Capital Mortgage Back ETF by Measured Wealth Private Client Group

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$682k	31k	21.72
2023-12-31	$616k	28k	22.07
2023-09-30	$585k	28k	20.80
2023-06-30	$560k	26k	21.91
2023-03-31	$572k	26k	22.18
2022-12-31	$594k	27k	21.70
2022-09-30	$596k	28k	21.43
2022-06-30	$728k	32k	22.86
2022-03-31	$976k	41k	23.97
2021-12-31	$1.2M	49k	25.37
2021-09-30	$1.4M	56k	25.72
2021-06-30	$4.5M	173k	25.86
2021-03-31	$4.2M	160k	25.93
2020-12-31	$3.7M	142k	26.42
2020-09-30	$3.6M	135k	26.64
2020-06-30	$3.2M	120k	26.79

More positions owned by Measured Wealth Private Client Group

Spdr Ser Tr Prtflo S&p500 Vl (SPYV)

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)

Spdr Ser Tr Portfolio S&p400 (SPMD)

Spdr S&p 500 Etf Tr Tr Unit (SPY)

Vanguard Whitehall Fds High Div Yld (VYM)

Select Sector Spdr Tr Sbi Healthcare (XLV)

Spdr Gold Tr Gold Shs (GLD)

Select Sector Spdr Tr Technology (XLK)

Ishares Tr Core Us Aggbd Et (AGG)

Ishares Tr Core S&p500 Etf (IVV)

Ishares Tr S&p 100 Etf (OEF)

Select Sector Spdr Tr Sbi Cons Stpls (XLP)

Select Sector Spdr Tr Indl (XLI)

Apple (AAPL)

Microsoft Corporation (MSFT)

View all positions for Measured Wealth Private Client Group

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Townsquare Capital

Bank of America Corporation

CWM

Zurich Insurance Group Ltd/FI

Leicht Financial Planning & Wealth Management

Bsc Private Wealth Management

Financial Life Advisors

Retirement Capital Strategies

Mariner Wealth Advisors

Wells Fargo & Company

View all funds holding SPDR Barclays Capital Mortgage Back ETF

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z