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SPDR Barclays Capital Mortgage Back ETF shares owned by Pacific Excel Wealth Advisors

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

Historical chart of Pacific Excel Wealth Advisors 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 Pacific Excel Wealth Advisors 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 Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $209k 9.4k 22.31

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View all positions for Pacific Excel Wealth Advisors

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