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SPDR Barclays Capital Mortgage Back ETF shares owned by Retirement Capital Strategies

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

Historical chart of Retirement Capital Strategies 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 Retirement Capital Strategies 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 Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2024-12-31 $215k 10k 21.55
2024-09-30 $1.5M 66k 22.53
2024-03-31 $3.1M 142k 21.72
2023-12-31 $13M 609k 22.07
2023-06-30 $10M 470k 21.91

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View all positions for Retirement Capital Strategies

Top funds holding SPDR Barclays Capital Mortgage Back ETF

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

View all funds holding SPDR Barclays Capital Mortgage Back ETF