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SPDR Barclays Capital Mortgage Back ETF shares owned by Modera Wealth Management

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

Historical chart of Modera Wealth 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 Modera Wealth 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 Modera Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $337k 15k 22.44
2025-06-30 $332k 15k 22.10
2025-03-31 $331k 15k 22.05
2024-12-31 $323k 15k 21.55
2024-09-30 $338k 15k 22.53
2023-03-31 $498k 23k 22.18
2022-12-31 $461k 21k 21.70
2022-09-30 $1.1M 50k 21.46
2022-06-30 $1.8M 80k 22.84
2022-03-31 $16M 677k 23.96
2021-12-31 $179M 7.0M 25.38
2021-09-30 $190M 7.4M 25.72
2021-06-30 $182M 7.0M 25.86
2021-03-31 $139M 5.4M 25.93