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SPDR Barclays Capital Mortgage Back ETF shares owned by Sharkey, Howes & Javer

Quarter-by-quarter ownership of SPDR Barclays Capital Mortgage Back ETF (SPMB) shares owned by Sharkey, Howes & Javer from 13F filings

Historical chart of Sharkey, Howes & Javer investment in SPDR Barclays Capital Mortgage Back ETF

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All positions including SPDR Barclays Capital Mortgage Back ETF held by Sharkey, Howes & Javer 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 Sharkey, Howes & Javer

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.6M 160k 22.53
2024-06-30 $3.3M 154k 21.57
2024-03-31 $3.0M 137k 21.72
2023-12-31 $2.3M 104k 22.07
2023-09-30 $2.2M 106k 20.80
2023-06-30 $2.9M 131k 21.91
2023-03-31 $778k 35k 22.18

More positions owned by Sharkey, Howes & Javer

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Mbs Etf (MBB)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Blackrock Etf Trust Ii Flexible Income (BINC)

View all positions for Sharkey, Howes & Javer

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