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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

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr S&p 500 Val Etf (IVE)
Pacer Fds Tr Pacer Us Small (CALF)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Pacer Fds Tr Globl Cash Etf (GCOW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Global X Fds Us Infr Dev Etf (PAVE)

View all positions for Sharkey, Howes & Javer

Top funds holding SPDR Barclays Capital Mortgage Back ETF

Townsquare Capital
Bank of America Corporation
CWM
Zurich Insurance Group Ltd/FI
CX Institutional
Jpmorgan Chase & Co
Private Advisor
KWB Wealth
D. J. St. Germain
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